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Optimize Financial’s Mueller Industries MLI Stock Holding History

Optimize 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
Q1 		– Sell
-6,580
Closed -$378K – 399
2025
Q4 		$378K Buy
6,580
+88
+1% +$4.73K 0.19% 223
2025
Q3 		$328K Buy
+6,492
New +$298K 0.17% 246

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

Optimize Financial's MLI Position: Q1 2026 in Review

Optimize Financial sold out of Mueller Industries (MLI) in Q1 2026, closing a stake of 6,580 shares — an estimated $378K sold.

Optimize Financial first reported a position in MLI in Q3 2025 and held it in 2 quarters. The position peaked at $378K in Q4 2025. 722 funds tracked by Wall St. Rank hold MLI as of Q1 2026.

  • Optimize Financial reported no remaining Mueller Industries position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 6,580 Mueller Industries shares in Q1 2026, an estimated $378K.
  • Optimize Financial first reported a position in Mueller Industries in Q3 2025 and held it in 2 quarters.
  • Optimize Financial's Mueller Industries position peaked at $378K in Q4 2025.
  • 722 funds tracked by Wall St. Rank held Mueller Industries as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.