Perigon Wealth Management
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Perigon Wealth Management’s Mueller Industries MLI Stock Holding History

Perigon Wealth Management’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 		$345K Sell
5,686
-36
-0.6% -$2.24K 0.01% 1073
2026
Q2 		$352K Sell
5,722
-600
-9% -$39.3K 0.01% 1037
2026
Q1 		$350K Sell
6,322
-2,582
-29% -$155K 0.01% 958
2025
Q4 		$511K Buy
8,904
+1,100
+14% +$59.1K 0.01% 793
2025
Q3 		$395K Buy
+7,804
New +$358K 0.01% 834
2023
Q4 		– Sell
-15,364
Closed -$289K – 862
2023
Q3 		$289K Buy
+15,364
New +$304K 0.01% 599

Other funds holding MLI

Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Barlow Wealth Partners
Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
FVCM
F&V Capital Management Boca Raton, Florida $561M AUM 35.64% 1-Year Est. Return

Perigon Wealth Management's MLI Position: Q3 2026 in Review

Perigon Wealth Management reduced its Mueller Industries (MLI) stake by 0.63% in Q3 2026, selling an estimated $2.24K and leaving 5,686 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #1073.

Perigon Wealth Management first reported a position in MLI in Q3 2023 and has held it in 6 quarters since. The position peaked at $511K in Q4 2025. 164 funds tracked by Wall St. Rank hold MLI as of Q3 2026.

  • Perigon Wealth Management held 5,686 shares of Mueller Industries worth $345K as of Q3 2026.
  • Perigon Wealth Management sold 36 Mueller Industries shares in Q3 2026, an estimated $2.24K.
  • Mueller Industries made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1073 holding.
  • Perigon Wealth Management first reported a position in Mueller Industries in Q3 2023 and has held it in 6 quarters since.
  • Perigon Wealth Management's Mueller Industries position peaked at $511K in Q4 2025.
  • 164 funds tracked by Wall St. Rank held Mueller Industries as of Q3 2026.

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