Wealth Enhancement Advisory Services
MLI icon

Wealth Enhancement Advisory Services’s Mueller Industries MLI Stock Holding History

Wealth Enhancement Advisory Services’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 		$20M Sell
352,322
-143,896
-29% -$8.97M 0.03% 477
2026
Q2 		$26.1M Buy
496,218
+264,636
+114% +$17.4M 0.04% 365
2026
Q1 		$11.9M Sell
231,582
-21,992
-9% -$1.32M 0.02% 536
2025
Q4 		$15.2M Buy
253,574
+188,806
+292% +$10.2M 0.02% 557
2025
Q3 		$3.2M Buy
64,768
+53,780
+489% +$2.47M ﹤0.01% 1181
2025
Q2 		$454K Buy
10,988
+990
+10% +$37.4K ﹤0.01% 2302
2025
Q1 		$381K Buy
9,998
+40
+0.4% +$1.6K ﹤0.01% 2249
2024
Q4 		$395K Sell
9,958
-362
-4% -$14.7K ﹤0.01% 2165
2024
Q3 		$382K Buy
10,320
+1,544
+18% +$51.7K ﹤0.01% 2015
2024
Q2 		$250K Buy
+8,776
New +$246K ﹤0.01% 2119

Other funds holding MLI

Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Seizert Capital Partners
Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Barlow Wealth Partners
Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Wealth Enhancement Advisory Services's MLI Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Mueller Industries (MLI) stake by 29% in Q3 2026, selling an estimated $8.97M and leaving 352,322 shares worth $20M. The position accounts for 0.03% of the portfolio, ranked #477.

Wealth Enhancement Advisory Services first reported a position in MLI in Q2 2024 and has held it in 10 quarters since. The position peaked at $26.1M in Q2 2026. 251 funds tracked by Wall St. Rank hold MLI as of Q3 2026.

  • Wealth Enhancement Advisory Services held 352,322 shares of Mueller Industries worth $20M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 143,896 Mueller Industries shares in Q3 2026, an estimated $8.97M.
  • Mueller Industries made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #477 holding.
  • Wealth Enhancement Advisory Services first reported a position in Mueller Industries in Q2 2024 and has held it in 10 quarters since.
  • Wealth Enhancement Advisory Services's Mueller Industries position peaked at $26.1M in Q2 2026.
  • 251 funds tracked by Wall St. Rank held Mueller Industries as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.