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Sigma Planning Corp’s Mueller Industries MLI Stock Holding History

Sigma Planning Corp’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 		$1.69M Sell
27,550
-2,070
-7% -$136K 0.04% 411
2026
Q1 		$1.64M Buy
29,620
+21,692
+274% +$1.3M 0.05% 393
2025
Q4 		$455K Sell
7,928
-6,470
-45% -$348K 0.01% 829
2025
Q3 		$728K Buy
+14,398
New +$661K 0.02% 657

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

Sigma Planning Corp's MLI Position: Q2 2026 in Review

Sigma Planning Corp reduced its Mueller Industries (MLI) stake by 7% in Q2 2026, selling an estimated $136K and leaving 27,550 shares worth $1.69M. The position accounts for 0.04% of the portfolio, ranked #411.

Sigma Planning Corp first reported a position in MLI in Q3 2025 and has held it in 4 quarters since. 743 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • Sigma Planning Corp held 27,550 shares of Mueller Industries worth $1.69M as of Q2 2026.
  • Sigma Planning Corp sold 2,070 Mueller Industries shares in Q2 2026, an estimated $136K.
  • Mueller Industries made up 0.04% of Sigma Planning Corp's portfolio in Q2 2026, its #411 holding.
  • Sigma Planning Corp first reported a position in Mueller Industries in Q3 2025 and has held it in 4 quarters since.
  • 743 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.