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 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	$1.31K	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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

BWP

Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

Physician Wealth Advisors's MLI Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Mueller Industries (MLI) stake by 22% in Q2 2026, selling an estimated $525 and leaving 28 shares worth $1.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1562.

Physician Wealth Advisors first reported a position in MLI in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.07K in Q4 2025. 130 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

Physician Wealth Advisors held 28 shares of Mueller Industries worth $1.72K as of Q2 2026.
Physician Wealth Advisors sold 8 Mueller Industries shares in Q2 2026, an estimated $525.
Mueller Industries made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1562 holding.
Physician Wealth Advisors first reported a position in Mueller Industries in Q1 2025 and has held it in 6 quarters since.
Physician Wealth Advisors's Mueller Industries position peaked at $2.07K in Q4 2025.
130 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.