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Sagespring Wealth Partners’s Mueller Industries MLI Stock Holding History

Sagespring Wealth 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
Q1 		– Sell
-3,892
Closed -$223K – 829
2025
Q4 		$223K Buy
+3,892
New +$209K ﹤0.01% 726

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VCM
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VPM
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Sagespring Wealth Partners's MLI Position: Q1 2026 in Review

Sagespring Wealth Partners sold out of Mueller Industries (MLI) in Q1 2026, closing a stake of 3,892 shares — an estimated $223K sold.

Sagespring Wealth Partners first reported a position in MLI in Q4 2025 and held it in 1 quarter. The position peaked at $223K in Q4 2025. 723 funds tracked by Wall St. Rank hold MLI as of Q1 2026.

  • Sagespring Wealth Partners reported no remaining Mueller Industries position as of Q1 2026 after selling out during the quarter.
  • Sagespring Wealth Partners sold 3,892 Mueller Industries shares in Q1 2026, an estimated $223K.
  • Sagespring Wealth Partners first reported a position in Mueller Industries in Q4 2025 and held it in 1 quarter.
  • Sagespring Wealth Partners's Mueller Industries position peaked at $223K in Q4 2025.
  • 723 funds tracked by Wall St. Rank held Mueller Industries as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.