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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
Q2 		$318K Sell
5,176
-594
-10% -$38.9K 0.02% 431
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 $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 $3.38T AUM 44.17% 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

Advisor OS's MLI Position: Q2 2026 in Review

Advisor OS reduced its Mueller Industries (MLI) stake by 10% in Q2 2026, selling an estimated $38.9K and leaving 5,176 shares worth $318K. The position accounts for 0.02% of the portfolio, ranked #431.

Advisor OS first reported a position in MLI in Q4 2025 and has held it in 3 quarters since. The position peaked at $327K in Q4 2025. 743 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • Advisor OS held 5,176 shares of Mueller Industries worth $318K as of Q2 2026.
  • Advisor OS sold 594 Mueller Industries shares in Q2 2026, an estimated $38.9K.
  • Mueller Industries made up 0.02% of Advisor OS's portfolio in Q2 2026, its #431 holding.
  • Advisor OS first reported a position in Mueller Industries in Q4 2025 and has held it in 3 quarters since.
  • Advisor OS's Mueller Industries position peaked at $327K in Q4 2025.
  • 743 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.