Isthmus Partners’s Mueller Industries MLI Stock Holding History

Isthmus Partners’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	$4.55M	Sell	73,996 -7,148	-9%	-$469K	0.44%	62
2026 Q1	$4.5M	Sell	81,144 -2,986	-4%	-$179K	0.47%	54
2025 Q4	$4.83M	Sell	84,130 -13,216	-14%	-$711K	0.54%	51
2025 Q3	$4.92M	Sell	97,346 -8,216	-8%	-$377K	1.09%	28
2025 Q2	$4.19M	Sell	105,562 -4,572	-4%	-$173K	0.49%	53
2025 Q1	$4.19M	Sell	110,134 -956	-0.9%	-$38.2K	0.52%	47
2024 Q4	$4.41M	Sell	111,090 -1,712	-2%	-$69.6K	0.54%	48
2024 Q3	$4.18M	Sell	112,802 -29,698	-21%	-$995K	0.5%	51
2024 Q2	$4.06M	Sell	142,500 -12,334	-8%	-$346K	0.48%	58
2024 Q1	$4.18M	Buy	154,834 +43,926	+40%	+$1.09M	0.47%	59
2023 Q4	$2.61M	Buy	110,908 +58,068	+110%	+$1.17M	0.34%	68
2023 Q3	$993K	Buy	+52,840	New	+$1.05M	0.14%	113

Other funds holding MLI

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

BWP

Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Isthmus Partners's MLI Position: Q2 2026 in Review

Isthmus Partners reduced its Mueller Industries (MLI) stake by 8.8% in Q2 2026, selling an estimated $469K and leaving 73,996 shares worth $4.55M. The position accounts for 0.44% of the portfolio, ranked #62.

Isthmus Partners first reported a position in MLI in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.92M in Q3 2025. 167 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

Isthmus Partners held 73,996 shares of Mueller Industries worth $4.55M as of Q2 2026.
Isthmus Partners sold 7,148 Mueller Industries shares in Q2 2026, an estimated $469K.
Mueller Industries made up 0.44% of Isthmus Partners's portfolio in Q2 2026, its #62 holding.
Isthmus Partners first reported a position in Mueller Industries in Q3 2023 and has held it in 12 quarters since.
Isthmus Partners's Mueller Industries position peaked at $4.92M in Q3 2025.
167 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.