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Strategies Wealth Advisors’s Mueller Industries MLI Stock Holding History

Strategies Wealth Advisors’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 		$244K Hold
4,404
– – 0.02% 164
2025
Q4 		$253K Hold
4,404
– – 0.03% 163
2025
Q3 		$223K Buy
+4,404
New +$202K 0.02% 172

Other funds holding MLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
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
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Strategies Wealth Advisors's MLI Position: Q1 2026 in Review

Strategies Wealth Advisors held its Mueller Industries (MLI) position steady in Q1 2026 at 4,404 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #164.

Strategies Wealth Advisors first reported a position in MLI in Q3 2025 and has held it in 3 quarters since. The position peaked at $253K in Q4 2025. 723 funds tracked by Wall St. Rank hold MLI as of Q1 2026.

  • Strategies Wealth Advisors held 4,404 shares of Mueller Industries worth $244K as of Q1 2026.
  • Strategies Wealth Advisors left its Mueller Industries share count unchanged in Q1 2026.
  • Mueller Industries made up 0.02% of Strategies Wealth Advisors's portfolio in Q1 2026, its #164 holding.
  • Strategies Wealth Advisors first reported a position in Mueller Industries in Q3 2025 and has held it in 3 quarters since.
  • Strategies Wealth Advisors's Mueller Industries position peaked at $253K in Q4 2025.
  • 723 funds tracked by Wall St. Rank held Mueller Industries as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.