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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
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

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

Total Wealth Planning & Management's MLI Position: Q1 2026 in Review

Total Wealth Planning & Management reduced its Mueller Industries (MLI) stake by 18% in Q1 2026, selling an estimated $129K and leaving 9,972 shares worth $552K. The position accounts for 0.41% of the portfolio, ranked #82.

Total Wealth Planning & Management first reported a position in MLI in Q4 2024 and has held it in 5 quarters since. The position peaked at $696K in Q4 2025. 722 funds tracked by Wall St. Rank hold MLI as of Q1 2026.

  • Total Wealth Planning & Management held 9,972 shares of Mueller Industries worth $552K as of Q1 2026.
  • Total Wealth Planning & Management sold 2,158 Mueller Industries shares in Q1 2026, an estimated $129K.
  • Mueller Industries made up 0.41% of Total Wealth Planning & Management's portfolio in Q1 2026, its #82 holding.
  • Total Wealth Planning & Management first reported a position in Mueller Industries in Q4 2024 and has held it in 5 quarters since.
  • Total Wealth Planning & Management's Mueller Industries position peaked at $696K in Q4 2025.
  • 722 funds tracked by Wall St. Rank held Mueller Industries as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.