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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
Q2 		$212K Buy
+3,454
New +$226K ﹤0.01% 809
2026
Q1 		– Sell
-3,892
Closed -$223K – 829
2025
Q4 		$223K Buy
+3,892
New +$209K ﹤0.01% 726

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

Sagespring Wealth Partners's MLI Position: Q2 2026 in Review

Sagespring Wealth Partners opened a new position in Mueller Industries (MLI) in Q2 2026: 3,454 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #809 among its holdings. This is a return to the name: Sagespring Wealth Partners previously reported a position in MLI as recently as Q4 2025.

Sagespring Wealth Partners first reported a position in MLI in Q4 2025 and has held it in 2 quarters since. The position peaked at $223K in Q4 2025. 743 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • Sagespring Wealth Partners held 3,454 shares of Mueller Industries worth $212K as of Q2 2026.
  • Mueller Industries was a new Sagespring Wealth Partners position in Q2 2026.
  • Mueller Industries made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #809 holding.
  • Sagespring Wealth Partners first reported a position in Mueller Industries in Q4 2025 and has held it in 2 quarters since.
  • Sagespring Wealth Partners's Mueller Industries position peaked at $223K in Q4 2025.
  • 743 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.