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 Q3	$144K	Sell	2,382 -194	-8%	-$12.1K	0.03%	179
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

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

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

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

FVCM

F&V Capital Management Boca Raton, Florida $561M AUM 35.73% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

True Wealth Design's MLI Position: Q3 2026 in Review

True Wealth Design reduced its Mueller Industries (MLI) stake by 7.5% in Q3 2026, selling an estimated $12.1K and leaving 2,382 shares worth $144K. The position accounts for 0.03% of the portfolio, ranked #179.

True Wealth Design first reported a position in MLI in Q1 2025 and has held it in 7 quarters since. The position peaked at $158K in Q2 2026. 122 funds tracked by Wall St. Rank hold MLI as of Q3 2026.

True Wealth Design held 2,382 shares of Mueller Industries worth $144K as of Q3 2026.
True Wealth Design sold 194 Mueller Industries shares in Q3 2026, an estimated $12.1K.
Mueller Industries made up 0.03% of True Wealth Design's portfolio in Q3 2026, its #179 holding.
True Wealth Design first reported a position in Mueller Industries in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's Mueller Industries position peaked at $158K in Q2 2026.
122 funds tracked by Wall St. Rank held Mueller Industries as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.