TWD
MLI icon

True Wealth Design’s Mueller Industries MLI Stock Holding History

True Wealth Design’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 		$158K Buy
2,576
+234
+10% +$15.3K 0.04% 151
2026
Q1 		$130K Buy
2,342
+524
+29% +$31.4K 0.04% 158
2025
Q4 		$104K Buy
1,818
+428
+31% +$23K 0.03% 181
2025
Q3 		$70.3K Buy
1,390
+1,366
+5,692% +$62.7K 0.02% 236
2025
Q2 		$954 Buy
24
+22
+1,100% +$830 ﹤0.01% 1483
2025
Q1 		$77 Buy
+2
New +$80 ﹤0.01% 2282

Other funds holding MLI

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

True Wealth Design's MLI Position: Q2 2026 in Review

True Wealth Design increased its Mueller Industries (MLI) stake by 10% in Q2 2026, buying an estimated $15.3K and bringing the position to 2,576 shares worth $158K. The position accounts for 0.04% of the portfolio, ranked #151.

True Wealth Design first reported a position in MLI in Q1 2025 and has held it in 6 quarters since. 90 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • True Wealth Design held 2,576 shares of Mueller Industries worth $158K as of Q2 2026.
  • True Wealth Design bought 234 Mueller Industries shares in Q2 2026, an estimated $15.3K.
  • Mueller Industries made up 0.04% of True Wealth Design's portfolio in Q2 2026, its #151 holding.
  • True Wealth Design first reported a position in Mueller Industries in Q1 2025 and has held it in 6 quarters since.
  • 90 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.