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Waypoint Wealth Counsel’s Mueller Industries MLI Stock Holding History

Waypoint Wealth Counsel’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 		$331K Sell
5,390
-2,626
-33% -$172K 0.21% 87
2026
Q1 		$444K Sell
8,016
-510
-6% -$30.6K 0.23% 87
2025
Q4 		$489K Buy
8,526
+2,032
+31% +$109K 0.18% 109
2025
Q3 		$328K Buy
+6,494
New +$298K 0.13% 161

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

Waypoint Wealth Counsel's MLI Position: Q2 2026 in Review

Waypoint Wealth Counsel reduced its Mueller Industries (MLI) stake by 33% in Q2 2026, selling an estimated $172K and leaving 5,390 shares worth $331K. The position accounts for 0.21% of the portfolio, ranked #87.

Waypoint Wealth Counsel first reported a position in MLI in Q3 2025 and has held it in 4 quarters since. The position peaked at $489K in Q4 2025. 739 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • Waypoint Wealth Counsel held 5,390 shares of Mueller Industries worth $331K as of Q2 2026.
  • Waypoint Wealth Counsel sold 2,626 Mueller Industries shares in Q2 2026, an estimated $172K.
  • Mueller Industries made up 0.21% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #87 holding.
  • Waypoint Wealth Counsel first reported a position in Mueller Industries in Q3 2025 and has held it in 4 quarters since.
  • Waypoint Wealth Counsel's Mueller Industries position peaked at $489K in Q4 2025.
  • 739 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.