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Pinnacle Wealth Planning Services’s Mueller Industries MLI Stock Holding History

Pinnacle Wealth Planning Services’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 		$48.8K Buy
794
+4
+0.5% +$262 ﹤0.01% 1287
2026
Q1 		$43.8K Sell
790
-48
-6% -$2.88K ﹤0.01% 1273
2025
Q4 		$48.1K Buy
+838
New +$45.1K 0.01% 1221
2021
Q1 		– Sell
-516
Closed -$5K – 1307
2020
Q4 		$5K Buy
+516
New +$4.13K ﹤0.01% 1668

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

Pinnacle Wealth Planning Services's MLI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Mueller Industries (MLI) stake by 0.51% in Q2 2026, buying an estimated $262 and bringing the position to 794 shares worth $48.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1287.

Pinnacle Wealth Planning Services first reported a position in MLI in Q4 2020 and has held it in 4 quarters since. 738 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 794 shares of Mueller Industries worth $48.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 4 Mueller Industries shares in Q2 2026, an estimated $262.
  • Mueller Industries made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1287 holding.
  • Pinnacle Wealth Planning Services first reported a position in Mueller Industries in Q4 2020 and has held it in 4 quarters since.
  • 738 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.