Physician Wealth Advisors’s Mueller Industries MLI Stock Holding History

Physician Wealth Advisors’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	$1.21K	Sell	20 -8	-29%	-$499	﹤0.01%	1838
2026 Q2	$1.72K	Sell	28 -8	-22%	-$525	﹤0.01%	1562
2026 Q1	$2K	Hold	36	–	–	﹤0.01%	1358
2025 Q4	$2.07K	Buy	36 +10	+38%	+$538	﹤0.01%	1279
2025 Q3	$1.32K	Buy	26 +10	+63%	+$459	﹤0.01%	1418
2025 Q2	$636	Sell	16 -2	-11%	-$75	﹤0.01%	1644
2025 Q1	$686	Buy	+18	New	+$719	﹤0.01%	1282

Other funds holding MLI

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Physician Wealth Advisors's MLI Position: Q3 2026 in Review

Physician Wealth Advisors reduced its Mueller Industries (MLI) stake by 29% in Q3 2026, selling an estimated $499 and leaving 20 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1838.

Physician Wealth Advisors first reported a position in MLI in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.07K in Q4 2025. 637 funds tracked by Wall St. Rank hold MLI as of Q3 2026.

Physician Wealth Advisors held 20 shares of Mueller Industries worth $1.21K as of Q3 2026.
Physician Wealth Advisors sold 8 Mueller Industries shares in Q3 2026, an estimated $499.
Mueller Industries made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1838 holding.
Physician Wealth Advisors first reported a position in Mueller Industries in Q1 2025 and has held it in 7 quarters since.
Physician Wealth Advisors's Mueller Industries position peaked at $2.07K in Q4 2025.
637 funds tracked by Wall St. Rank held Mueller Industries as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.