MBL Wealth’s Mueller Industries MLI Stock Holding History

MBL 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 Q3	–	Sell	-3,416	Closed	-$210K	–	613
2026 Q2	$210K	Buy	+3,416	New	+$224K	0.01%	369

Other funds holding MLI

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

MBL Wealth's MLI Position: Q3 2026 in Review

MBL Wealth sold out of Mueller Industries (MLI) in Q3 2026, closing a stake of 3,416 shares — an estimated $210K sold.

MBL Wealth first reported a position in MLI in Q2 2026 and held it in 1 quarter. The position peaked at $210K in Q2 2026. 582 funds tracked by Wall St. Rank hold MLI as of Q3 2026.

MBL Wealth reported no remaining Mueller Industries position as of Q3 2026 after selling out during the quarter.
MBL Wealth sold 3,416 Mueller Industries shares in Q3 2026, an estimated $210K.
MBL Wealth first reported a position in Mueller Industries in Q2 2026 and held it in 1 quarter.
MBL Wealth's Mueller Industries position peaked at $210K in Q2 2026.
582 funds tracked by Wall St. Rank held Mueller Industries as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.