Sequent Planning’s Mueller Industries MLI Stock Holding History

Sequent Planning’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	$1.29M	Buy	42,028 +15,160	+56%	+$994K	0.28%	79
2026 Q1	$1.49M	Buy	26,868 +558	+2%	+$33.5K	0.36%	62
2025 Q4	$1.51M	Sell	26,310 -4,482	-15%	-$241K	0.38%	62
2025 Q3	$1.56M	Sell	30,792 -330	-1%	-$15.1K	0.44%	50
2025 Q2	$1.24M	Sell	31,122 -104	-0.3%	-$3.92K	0.39%	41
2025 Q1	$1.19M	Sell	31,226 -734	-2%	-$29.3K	0.43%	39
2024 Q4	$1.27M	Sell	31,960 -1,526	-5%	-$62K	0.47%	38
2024 Q3	$1.24M	Buy	33,486 +3,052	+10%	+$102K	0.43%	39
2024 Q2	$854K	Sell	30,434 -1,330	-4%	-$37.3K	0.29%	56
2024 Q1	$857K	Buy	+31,764	New	+$785K	0.31%	58

Other funds holding MLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Sequent Planning's MLI Position: Q2 2026 in Review

Sequent Planning increased its Mueller Industries (MLI) stake by 56% in Q2 2026, buying an estimated $994K and bringing the position to 42,028 shares worth $1.29M. The position accounts for 0.28% of the portfolio, ranked #79.

Sequent Planning first reported a position in MLI in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.56M in Q3 2025. 742 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

Sequent Planning held 42,028 shares of Mueller Industries worth $1.29M as of Q2 2026.
Sequent Planning bought 15,160 Mueller Industries shares in Q2 2026, an estimated $994K.
Mueller Industries made up 0.28% of Sequent Planning's portfolio in Q2 2026, its #79 holding.
Sequent Planning first reported a position in Mueller Industries in Q1 2024 and has held it in 10 quarters since.
Sequent Planning's Mueller Industries position peaked at $1.56M in Q3 2025.
742 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.