Summit Wealth Group’s Mueller Industries MLI Stock Holding History

Summit Wealth Group’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	$495K	Buy	8,930 +28	+0.3%	+$1.68K	0.11%	74
2025 Q4	$511K	Buy	8,902 +20	+0.2%	+$1.07K	0.12%	70
2025 Q3	$449K	Buy	8,882 +22	+0.2%	+$1.01K	0.11%	72
2025 Q2	$352K	Buy	8,860 +30	+0.3%	+$1.13K	0.09%	78
2025 Q1	$336K	Buy	8,830 +94	+1%	+$3.75K	0.1%	76
2024 Q4	$347K	Buy	8,736 +22	+0.3%	+$894	0.1%	67
2024 Q3	$323K	Buy	8,714 +22	+0.3%	+$737	0.09%	71
2024 Q2	$247K	Buy	+8,692	New	+$244K	0.07%	84

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

Summit Wealth Group's MLI Position: Q1 2026 in Review

Summit Wealth Group increased its Mueller Industries (MLI) stake by 0.31% in Q1 2026, buying an estimated $1.68K and bringing the position to 8,930 shares worth $495K. The position accounts for 0.11% of the portfolio, ranked #74.

Summit Wealth Group first reported a position in MLI in Q2 2024 and has held it in 8 quarters since. The position peaked at $511K in Q4 2025. 723 funds tracked by Wall St. Rank hold MLI as of Q1 2026.

Summit Wealth Group held 8,930 shares of Mueller Industries worth $495K as of Q1 2026.
Summit Wealth Group bought 28 Mueller Industries shares in Q1 2026, an estimated $1.68K.
Mueller Industries made up 0.11% of Summit Wealth Group's portfolio in Q1 2026, its #74 holding.
Summit Wealth Group first reported a position in Mueller Industries in Q2 2024 and has held it in 8 quarters since.
Summit Wealth Group's Mueller Industries position peaked at $511K in Q4 2025.
723 funds tracked by Wall St. Rank held Mueller Industries as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.