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Insight Wealth Strategies’s Mueller Industries MLI Stock Holding History

Insight Wealth Strategies’s Portfolio MLI Stock Details MLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$306K Sell
5,053
-5,035
-50% -$314K 0.03% 161
2026
Q2 		$290K Buy
10,088
+5,052
+100% +$331K 0.03% 158
2026
Q1 		$279K Buy
5,036
+10
+0.2% +$600 0.03% 155
2025
Q4 		$288K Sell
5,026
-416
-8% -$22.4K 0.03% 147
2025
Q3 		$275K Sell
5,442
-394
-7% -$18.1K 0.03% 150
2025
Q2 		$239K Sell
5,836
-146
-2% -$5.51K 0.03% 153
2025
Q1 		$228K Sell
5,982
-68,386
-92% -$2.73M 0.03% 146
2024
Q4 		$2.95M Buy
74,368
+1,370
+2% +$55.7K 0.4% 78
2024
Q3 		$2.7M Sell
72,998
-12,632
-15% -$423K 0.36% 72
2024
Q2 		$2.44M Buy
85,630
+20
+0% +$560 0.35% 69
2024
Q1 		$2.31M Sell
85,610
-16,940
-17% -$419K 0.34% 63
2023
Q4 		$2.42M Buy
102,550
+2,090
+2% +$42.2K 0.39% 45
2023
Q3 		$1.89M Buy
100,460
+3,008
+3% +$59.5K 0.36% 47
2023
Q2 		$2.13M Buy
97,452
+6,156
+7% +$117K 0.41% 40
2023
Q1 		$1.68M Sell
91,296
-11,208
-11% -$196K 0.33% 50
2022
Q4 		$1.51M Sell
102,504
-1,880
-2% -$30K 0.29% 56
2022
Q3 		$1.39M Hold
104,384
– – 0.26% 67
2022
Q2 		$1.39M Buy
104,384
+35,820
+52% +$485K 0.26% 67
2022
Q1 		$929K Buy
+68,564
New +$971K 0.14% 107

Other funds holding MLI

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

Insight Wealth Strategies's MLI Position: Q3 2026 in Review

Insight Wealth Strategies reduced its Mueller Industries (MLI) stake by 50% in Q3 2026, selling an estimated $314K and leaving 5,053 shares worth $306K. The position accounts for 0.03% of the portfolio, ranked #161.

Insight Wealth Strategies first reported a position in MLI in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.95M in Q4 2024. 26 funds tracked by Wall St. Rank hold MLI as of Q3 2026.

  • Insight Wealth Strategies held 5,053 shares of Mueller Industries worth $306K as of Q3 2026.
  • Insight Wealth Strategies sold 5,035 Mueller Industries shares in Q3 2026, an estimated $314K.
  • Mueller Industries made up 0.03% of Insight Wealth Strategies's portfolio in Q3 2026, its #161 holding.
  • Insight Wealth Strategies first reported a position in Mueller Industries in Q1 2022 and has held it in 19 quarters since.
  • Insight Wealth Strategies's Mueller Industries position peaked at $2.95M in Q4 2024.
  • 26 funds tracked by Wall St. Rank held Mueller Industries as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.