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Measured Wealth Private Client Group’s Mueller Industries MLI Stock Holding History

Measured Wealth Private Client Group’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 		$935K Buy
15,212
+476
+3% +$31.2K 0.23% 67
2026
Q1 		$816K Sell
14,736
-2,020
-12% -$121K 0.22% 68
2025
Q4 		$962K Sell
16,756
-866
-5% -$46.6K 0.25% 57
2025
Q3 		$891K Sell
17,622
-2,528
-13% -$116K 0.24% 54
2025
Q2 		$801K Buy
20,150
+2,166
+12% +$81.7K 0.24% 61
2025
Q1 		$685K Sell
17,984
-20
-0.1% -$799 0.22% 68
2024
Q4 		$714K Sell
18,004
-1,572
-8% -$63.9K 0.23% 54
2024
Q3 		$725K Sell
19,576
-1,928
-9% -$64.6K 0.24% 55
2024
Q2 		$612K Sell
21,504
-478
-2% -$13.4K 0.22% 72
2024
Q1 		$593K Buy
21,982
+1,076
+5% +$26.6K 0.21% 81
2023
Q4 		$493K Buy
20,906
+2
+0% +$40 0.18% 94
2023
Q3 		$393K Buy
20,904
+2,088
+11% +$41.3K 0.16% 103
2023
Q2 		$411K Sell
18,816
-124
-0.7% -$2.36K 0.16% 111
2023
Q1 		$348K Buy
+18,940
New +$331K 0.13% 116

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

Measured Wealth Private Client Group's MLI Position: Q2 2026 in Review

Measured Wealth Private Client Group increased its Mueller Industries (MLI) stake by 3.2% in Q2 2026, buying an estimated $31.2K and bringing the position to 15,212 shares worth $935K. The position accounts for 0.23% of the portfolio, ranked #67.

Measured Wealth Private Client Group first reported a position in MLI in Q1 2023 and has held it in 14 quarters since. The position peaked at $962K in Q4 2025. 738 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • Measured Wealth Private Client Group held 15,212 shares of Mueller Industries worth $935K as of Q2 2026.
  • Measured Wealth Private Client Group bought 476 Mueller Industries shares in Q2 2026, an estimated $31.2K.
  • Mueller Industries made up 0.23% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #67 holding.
  • Measured Wealth Private Client Group first reported a position in Mueller Industries in Q1 2023 and has held it in 14 quarters since.
  • Measured Wealth Private Client Group's Mueller Industries position peaked at $962K in Q4 2025.
  • 738 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.