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Advisor OS’s Mueller Industries MLI Stock Holding History

Advisor OS’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
Q1 		$320K Buy
5,770
+74
+1% +$4.44K 0.02% 411
2025
Q4 		$327K Buy
+5,696
New +$306K 0.03% 363

Other funds holding MLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Advisor OS's MLI Position: Q1 2026 in Review

Advisor OS increased its Mueller Industries (MLI) stake by 1.3% in Q1 2026, buying an estimated $4.44K and bringing the position to 5,770 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #411.

Advisor OS first reported a position in MLI in Q4 2025 and has held it in 2 quarters since. The position peaked at $327K in Q4 2025. 722 funds tracked by Wall St. Rank hold MLI as of Q1 2026.

  • Advisor OS held 5,770 shares of Mueller Industries worth $320K as of Q1 2026.
  • Advisor OS bought 74 Mueller Industries shares in Q1 2026, an estimated $4.44K.
  • Mueller Industries made up 0.02% of Advisor OS's portfolio in Q1 2026, its #411 holding.
  • Advisor OS first reported a position in Mueller Industries in Q4 2025 and has held it in 2 quarters since.
  • Advisor OS's Mueller Industries position peaked at $327K in Q4 2025.
  • 722 funds tracked by Wall St. Rank held Mueller Industries as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.