Sigma Planning Corp
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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
Q3 		$1.98M Buy
32,623
+5,073
+18% +$316K 0.05% 354
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Sigma Planning Corp's MLI Position: Q3 2026 in Review

Sigma Planning Corp increased its Mueller Industries (MLI) stake by 18% in Q3 2026, buying an estimated $316K and bringing the position to 32,623 shares worth $1.98M. The position accounts for 0.05% of the portfolio, ranked #354.

Sigma Planning Corp first reported a position in MLI in Q3 2025 and has held it in 5 quarters since. 424 funds tracked by Wall St. Rank hold MLI as of Q3 2026.

  • Sigma Planning Corp held 32,623 shares of Mueller Industries worth $1.98M as of Q3 2026.
  • Sigma Planning Corp bought 5,073 Mueller Industries shares in Q3 2026, an estimated $316K.
  • Mueller Industries made up 0.05% of Sigma Planning Corp's portfolio in Q3 2026, its #354 holding.
  • Sigma Planning Corp first reported a position in Mueller Industries in Q3 2025 and has held it in 5 quarters since.
  • 424 funds tracked by Wall St. Rank held Mueller Industries as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.