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Journey Strategic Wealth’s Mueller Industries MLI Stock Holding History

Journey Strategic Wealth’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
Q1 		$280K Buy
5,060
+116
+2% +$6.96K 0.01% 579
2025
Q4 		$284K Buy
4,944
+730
+17% +$39.3K 0.01% 531
2025
Q3 		$213K Buy
+4,214
New +$193K 0.01% 638

Other funds holding MLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Journey Strategic Wealth's MLI Position: Q1 2026 in Review

Journey Strategic Wealth increased its Mueller Industries (MLI) stake by 2.3% in Q1 2026, buying an estimated $6.96K and bringing the position to 5,060 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #579.

Journey Strategic Wealth first reported a position in MLI in Q3 2025 and has held it in 3 quarters since. The position peaked at $284K in Q4 2025. 723 funds tracked by Wall St. Rank hold MLI as of Q1 2026.

  • Journey Strategic Wealth held 5,060 shares of Mueller Industries worth $280K as of Q1 2026.
  • Journey Strategic Wealth bought 116 Mueller Industries shares in Q1 2026, an estimated $6.96K.
  • Mueller Industries made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #579 holding.
  • Journey Strategic Wealth first reported a position in Mueller Industries in Q3 2025 and has held it in 3 quarters since.
  • Journey Strategic Wealth's Mueller Industries position peaked at $284K in Q4 2025.
  • 723 funds tracked by Wall St. Rank held Mueller Industries as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.