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Williams Jones Wealth Management’s Mueller Industries MLI Stock Holding History

Williams Jones Wealth 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 		$679K Hold
11,048
– – 0.01% 328
2026
Q1 		$612K Hold
11,048
– – 0.01% 325
2025
Q4 		$634K Hold
11,048
– – 0.01% 314
2025
Q3 		$559K Hold
11,048
– – 0.01% 330
2025
Q2 		$439K Hold
11,048
– – 0.01% 370
2025
Q1 		$421K Hold
11,048
– – 0.01% 360
2024
Q4 		$438K Hold
11,048
– – 0.01% 365
2024
Q3 		$409K Hold
11,048
– – ﹤0.01% 392
2024
Q2 		$315K Hold
11,048
– – ﹤0.01% 405
2024
Q1 		$298K Hold
11,048
– – ﹤0.01% 433
2023
Q4 		$260K Hold
11,048
– – ﹤0.01% 440
2023
Q3 		$208K Hold
11,048
– – ﹤0.01% 484
2023
Q2 		$241K Hold
11,048
– – ﹤0.01% 452
2023
Q1 		$203K Buy
+11,048
New +$193K ﹤0.01% 515

Other funds holding MLI

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Williams Jones Wealth Management's MLI Position: Q2 2026 in Review

Williams Jones Wealth Management held its Mueller Industries (MLI) position steady in Q2 2026 at 11,048 shares worth $679K. The position accounts for 0.01% of the portfolio, ranked #328.

Williams Jones Wealth Management first reported a position in MLI in Q1 2023 and has held it in 14 quarters since. 330 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • Williams Jones Wealth Management held 11,048 shares of Mueller Industries worth $679K as of Q2 2026.
  • Williams Jones Wealth Management left its Mueller Industries share count unchanged in Q2 2026.
  • Mueller Industries made up 0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #328 holding.
  • Williams Jones Wealth Management first reported a position in Mueller Industries in Q1 2023 and has held it in 14 quarters since.
  • 330 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.