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Intentional Wealth Strategies’s Mueller Industries MLI Stock Holding History

Intentional 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 		– Sell
-158
Closed -$8.75K – 572
2026
Q1 		$8.75K Buy
+158
New +$9.47K 0.01% 400

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

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

Intentional Wealth Strategies sold out of Mueller Industries (MLI) in Q2 2026, closing a stake of 158 shares — an estimated $8.75K sold.

Intentional Wealth Strategies first reported a position in MLI in Q1 2026 and held it in 1 quarter. The position peaked at $8.75K in Q1 2026. 738 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Mueller Industries position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 158 Mueller Industries shares in Q2 2026, an estimated $8.75K.
  • Intentional Wealth Strategies first reported a position in Mueller Industries in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Mueller Industries position peaked at $8.75K in Q1 2026.
  • 738 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.