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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
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

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

Perigon Wealth Management's MLI Position: Q2 2026 in Review

Perigon Wealth Management reduced its Mueller Industries (MLI) stake by 9.5% in Q2 2026, selling an estimated $39.3K and leaving 5,722 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #1037.

Perigon Wealth Management first reported a position in MLI in Q3 2023 and has held it in 5 quarters since. The position peaked at $511K in Q4 2025. 742 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • Perigon Wealth Management held 5,722 shares of Mueller Industries worth $352K as of Q2 2026.
  • Perigon Wealth Management sold 600 Mueller Industries shares in Q2 2026, an estimated $39.3K.
  • Mueller Industries made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1037 holding.
  • Perigon Wealth Management first reported a position in Mueller Industries in Q3 2023 and has held it in 5 quarters since.
  • Perigon Wealth Management's Mueller Industries position peaked at $511K in Q4 2025.
  • 742 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.