Retirement Guys Formula’s Mueller Industries MLI Stock Holding History

Retirement Guys Formula’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	$269K	Buy	+4,443	New	+$277K	0.1%	138
2026 Q2	–	Sell	-3,820	Closed	-$212K	–	165
2026 Q1	$212K	Sell	3,820 -432	-10%	-$25.9K	0.1%	142
2025 Q4	$244K	Sell	4,252 -344	-7%	-$18.5K	0.11%	123
2025 Q3	$232K	Buy	+4,596	New	+$211K	0.08%	145
2025 Q1	–	Sell	-5,132	Closed	-$204K	–	157
2024 Q4	$204K	Sell	5,132 -278	-5%	-$11.3K	0.1%	133
2024 Q3	$200K	Buy	+5,410	New	+$181K	0.09%	127

Other funds holding MLI

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Retirement Guys Formula's MLI Position: Q3 2026 in Review

Retirement Guys Formula opened a new position in Mueller Industries (MLI) in Q3 2026: 4,443 shares worth $269K. The stake represents 0.1% of the portfolio and ranks #138 among its holdings. This is a return to the name: Retirement Guys Formula previously reported a position in MLI as recently as Q1 2026.

Retirement Guys Formula first reported a position in MLI in Q3 2024 and has held it in 6 quarters since. 251 funds tracked by Wall St. Rank hold MLI as of Q3 2026.

Retirement Guys Formula held 4,443 shares of Mueller Industries worth $269K as of Q3 2026.
Mueller Industries was a new Retirement Guys Formula position in Q3 2026.
Mueller Industries made up 0.1% of Retirement Guys Formula's portfolio in Q3 2026, its #138 holding.
Retirement Guys Formula first reported a position in Mueller Industries in Q3 2024 and has held it in 6 quarters since.
251 funds tracked by Wall St. Rank held Mueller Industries as of Q3 2026.

Based on Retirement Guys Formula's 13F filing for Q3 2026, filed 26 Oct 2026.