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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Total Wealth Planning & Management's MLI Position: Q2 2026 in Review

Total Wealth Planning & Management increased its Mueller Industries (MLI) stake by 19% in Q2 2026, buying an estimated $122K and bringing the position to 11,834 shares worth $727K. The position accounts for 0.49% of the portfolio, ranked #63.

Total Wealth Planning & Management first reported a position in MLI in Q4 2024 and has held it in 6 quarters since. 742 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • Total Wealth Planning & Management held 11,834 shares of Mueller Industries worth $727K as of Q2 2026.
  • Total Wealth Planning & Management bought 1,862 Mueller Industries shares in Q2 2026, an estimated $122K.
  • Mueller Industries made up 0.49% of Total Wealth Planning & Management's portfolio in Q2 2026, its #63 holding.
  • Total Wealth Planning & Management first reported a position in Mueller Industries in Q4 2024 and has held it in 6 quarters since.
  • 742 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.