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LifeSteps Financial’s Mueller Industries MLI Stock Holding History

LifeSteps Financial’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 		$98.3K Buy
+1,600
New +$105K 0.05% 155
2024
Q2 		– Sell
-1,600
Closed -$43.1K – 276
2024
Q1 		$43.1K Buy
+1,600
New +$39.5K 0.03% 167

Other funds holding MLI

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
AT
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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

LifeSteps Financial's MLI Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Mueller Industries (MLI) in Q2 2026: 1,600 shares worth $98.3K. The stake represents 0.05% of the portfolio and ranks #155 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in MLI as recently as Q1 2024.

LifeSteps Financial first reported a position in MLI in Q1 2024 and has held it in 2 quarters since. 90 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • LifeSteps Financial held 1,600 shares of Mueller Industries worth $98.3K as of Q2 2026.
  • Mueller Industries was a new LifeSteps Financial position in Q2 2026.
  • Mueller Industries made up 0.05% of LifeSteps Financial's portfolio in Q2 2026, its #155 holding.
  • LifeSteps Financial first reported a position in Mueller Industries in Q1 2024 and has held it in 2 quarters since.
  • 90 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.