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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
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

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

Retirement Guys Formula's MLI Position: Q2 2026 in Review

Retirement Guys Formula sold out of Mueller Industries (MLI) in Q2 2026, closing a stake of 3,820 shares — an estimated $212K sold.

Retirement Guys Formula first reported a position in MLI in Q3 2024 and held it in 5 quarters. The position peaked at $244K in Q4 2025. 742 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • Retirement Guys Formula reported no remaining Mueller Industries position as of Q2 2026 after selling out during the quarter.
  • Retirement Guys Formula sold 3,820 Mueller Industries shares in Q2 2026, an estimated $212K.
  • Retirement Guys Formula first reported a position in Mueller Industries in Q3 2024 and held it in 5 quarters.
  • Retirement Guys Formula's Mueller Industries position peaked at $244K in Q4 2025.
  • 742 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Retirement Guys Formula's 13F filing for Q2 2026, filed 30 Jul 2026.