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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Insight Wealth Strategies's MLI Position: Q2 2026 in Review

Insight Wealth Strategies increased its Mueller Industries (MLI) stake by 100% in Q2 2026, buying an estimated $331K and bringing the position to 10,088 shares worth $290K. The position accounts for 0.03% of the portfolio, ranked #158.

Insight Wealth Strategies first reported a position in MLI in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.95M in Q4 2024. 739 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • Insight Wealth Strategies held 10,088 shares of Mueller Industries worth $290K as of Q2 2026.
  • Insight Wealth Strategies bought 5,052 Mueller Industries shares in Q2 2026, an estimated $331K.
  • Mueller Industries made up 0.03% of Insight Wealth Strategies's portfolio in Q2 2026, its #158 holding.
  • Insight Wealth Strategies first reported a position in Mueller Industries in Q1 2022 and has held it in 18 quarters since.
  • Insight Wealth Strategies's Mueller Industries position peaked at $2.95M in Q4 2024.
  • 739 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.