RFP
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
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

VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Root Financial Partners's MLI Position: Q2 2026 in Review

Root Financial Partners sold out of Mueller Industries (MLI) in Q2 2026, closing a stake of 1,024 shares — an estimated $56.7K sold.

Root Financial Partners first reported a position in MLI in Q3 2025 and held it in 3 quarters. The position peaked at $56.7K in Q1 2026. 234 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • Root Financial Partners reported no remaining Mueller Industries position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,024 Mueller Industries shares in Q2 2026, an estimated $56.7K.
  • Root Financial Partners first reported a position in Mueller Industries in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Mueller Industries position peaked at $56.7K in Q1 2026.
  • 234 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.