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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
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 $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

Perigon Wealth Management's MLI Position: Q1 2026 in Review

Perigon Wealth Management reduced its Mueller Industries (MLI) stake by 29% in Q1 2026, selling an estimated $155K and leaving 6,322 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #958.

Perigon Wealth Management first reported a position in MLI in Q3 2023 and has held it in 4 quarters since. The position peaked at $511K in Q4 2025. 722 funds tracked by Wall St. Rank hold MLI as of Q1 2026.

  • Perigon Wealth Management held 6,322 shares of Mueller Industries worth $350K as of Q1 2026.
  • Perigon Wealth Management sold 2,582 Mueller Industries shares in Q1 2026, an estimated $155K.
  • Mueller Industries made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #958 holding.
  • Perigon Wealth Management first reported a position in Mueller Industries in Q3 2023 and has held it in 4 quarters since.
  • Perigon Wealth Management's Mueller Industries position peaked at $511K in Q4 2025.
  • 722 funds tracked by Wall St. Rank held Mueller Industries as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.