Root Financial Partners
MLI icon

Root Financial Partners’s Mueller Industries MLI Stock Holding History

Root Financial Partners’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 		$67.2K Buy
+1,109
New +$69.1K ﹤0.01% 931
2026
Q2 		– Sell
-1,024
Closed -$56.7K – 2081
2026
Q1 		$56.7K Buy
1,024
+168
+20% +$10.1K ﹤0.01% 826
2025
Q4 		$49.1K Buy
856
+110
+15% +$5.92K ﹤0.01% 720
2025
Q3 		$37.7K Buy
+746
New +$34.2K ﹤0.01% 784

Other funds holding MLI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Root Financial Partners's MLI Position: Q3 2026 in Review

Root Financial Partners opened a new position in Mueller Industries (MLI) in Q3 2026: 1,109 shares worth $67.2K. The stake represents ﹤0.01% of the portfolio and ranks #931 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MLI as recently as Q1 2026.

Root Financial Partners first reported a position in MLI in Q3 2025 and has held it in 4 quarters since. 637 funds tracked by Wall St. Rank hold MLI as of Q3 2026.

  • Root Financial Partners held 1,109 shares of Mueller Industries worth $67.2K as of Q3 2026.
  • Mueller Industries was a new Root Financial Partners position in Q3 2026.
  • Mueller Industries made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #931 holding.
  • Root Financial Partners first reported a position in Mueller Industries in Q3 2025 and has held it in 4 quarters since.
  • 637 funds tracked by Wall St. Rank held Mueller Industries as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.