Total Wealth Planning & Management’s Mueller Industries MLI Stock Holding History

Total Wealth Planning & 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 Q3	$731K	Buy	12,054 +220	+2%	+$13.7K	0.54%	59
2026 Q2	$727K	Buy	11,834 +1,862	+19%	+$122K	0.49%	63
2026 Q1	$552K	Sell	9,972 -2,158	-18%	-$129K	0.41%	82
2025 Q4	$696K	Buy	+12,130	New	+$652K	0.52%	53
2025 Q2	$473K	Buy	11,896 +288	+2%	+$10.9K	0.38%	86
2025 Q1	$442K	Buy	11,608 +1,618	+16%	+$64.6K	0.42%	80
2024 Q4	$396K	Buy	+9,990	New	+$406K	0.36%	86

Other funds holding MLI

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

FVCM

F&V Capital Management Boca Raton, Florida $561M AUM 35.64% 1-Year Est. Return

Total Wealth Planning & Management's MLI Position: Q3 2026 in Review

Total Wealth Planning & Management increased its Mueller Industries (MLI) stake by 1.9% in Q3 2026, buying an estimated $13.7K and bringing the position to 12,054 shares worth $731K. The position accounts for 0.54% of the portfolio, ranked #59.

Total Wealth Planning & Management first reported a position in MLI in Q4 2024 and has held it in 7 quarters since. 164 funds tracked by Wall St. Rank hold MLI as of Q3 2026.

Total Wealth Planning & Management held 12,054 shares of Mueller Industries worth $731K as of Q3 2026.
Total Wealth Planning & Management bought 220 Mueller Industries shares in Q3 2026, an estimated $13.7K.
Mueller Industries made up 0.54% of Total Wealth Planning & Management's portfolio in Q3 2026, its #59 holding.
Total Wealth Planning & Management first reported a position in Mueller Industries in Q4 2024 and has held it in 7 quarters since.
164 funds tracked by Wall St. Rank held Mueller Industries as of Q3 2026.

Based on Total Wealth Planning & Management's 13F filing for Q3 2026, filed 23 Oct 2026.