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SHP Wealth Management’s Mueller Industries MLI Stock Holding History

SHP Wealth Management’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 		$1.35K Buy
22
+14
+175% +$918 ﹤0.01% 1502
2026
Q1 		$443 Buy
+8
New +$480 ﹤0.01% 1643

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 $3.38T AUM 44.17% 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

SHP Wealth Management's MLI Position: Q2 2026 in Review

SHP Wealth Management increased its Mueller Industries (MLI) stake by 175% in Q2 2026, buying an estimated $918 and bringing the position to 22 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1502.

SHP Wealth Management first reported a position in MLI in Q1 2026 and has held it in 2 quarters since. 743 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • SHP Wealth Management held 22 shares of Mueller Industries worth $1.35K as of Q2 2026.
  • SHP Wealth Management bought 14 Mueller Industries shares in Q2 2026, an estimated $918.
  • Mueller Industries made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1502 holding.
  • SHP Wealth Management first reported a position in Mueller Industries in Q1 2026 and has held it in 2 quarters since.
  • 743 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.