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 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 $5.72T AUM 30.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Sequent Planning's MLI Position: Q1 2026 in Review

Sequent Planning increased its Mueller Industries (MLI) stake by 2.1% in Q1 2026, buying an estimated $33.5K and bringing the position to 26,868 shares worth $1.49M. The position accounts for 0.36% of the portfolio, ranked #62.

Sequent Planning first reported a position in MLI in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.56M in Q3 2025. 722 funds tracked by Wall St. Rank hold MLI as of Q1 2026.

Sequent Planning held 26,868 shares of Mueller Industries worth $1.49M as of Q1 2026.
Sequent Planning bought 558 Mueller Industries shares in Q1 2026, an estimated $33.5K.
Mueller Industries made up 0.36% of Sequent Planning's portfolio in Q1 2026, its #62 holding.
Sequent Planning first reported a position in Mueller Industries in Q1 2024 and has held it in 9 quarters since.
Sequent Planning's Mueller Industries position peaked at $1.56M in Q3 2025.
722 funds tracked by Wall St. Rank held Mueller Industries as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.