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Rockline Wealth Management’s Mueller Industries MLI Stock Holding History

Rockline Wealth Management’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 		$527K Hold
8,570
– – 0.1% 68
2026
Q1 		$475K Hold
8,570
– – 0.1% 68
2025
Q4 		$492K Hold
8,570
– – 0.1% 65
2025
Q3 		$433K Hold
8,570
– – 0.09% 69
2025
Q2 		$341K Sell
8,570
-718
-8% -$27.1K 0.08% 78
2025
Q1 		$354K Sell
9,288
-368
-4% -$14.7K 0.1% 74
2024
Q4 		$383K Buy
9,656
+1,000
+12% +$40.6K 0.1% 75
2024
Q3 		$321K Hold
8,656
– – 0.09% 80
2024
Q2 		$246K Hold
8,656
– – 0.08% 89
2024
Q1 		$233K Hold
8,656
– – 0.08% 87
2023
Q4 		$204K Buy
+8,656
New +$175K 0.08% 87

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

Rockline Wealth Management's MLI Position: Q2 2026 in Review

Rockline Wealth Management held its Mueller Industries (MLI) position steady in Q2 2026 at 8,570 shares worth $527K. The position accounts for 0.1% of the portfolio, ranked #68.

Rockline Wealth Management first reported a position in MLI in Q4 2023 and has held it in 11 quarters since. 738 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • Rockline Wealth Management held 8,570 shares of Mueller Industries worth $527K as of Q2 2026.
  • Rockline Wealth Management left its Mueller Industries share count unchanged in Q2 2026.
  • Mueller Industries made up 0.1% of Rockline Wealth Management's portfolio in Q2 2026, its #68 holding.
  • Rockline Wealth Management first reported a position in Mueller Industries in Q4 2023 and has held it in 11 quarters since.
  • 738 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Rockline Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.