AIA
MLI icon

Allied Investment Advisors’s Mueller Industries MLI Stock Holding History

Allied Investment Advisors’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 		$238K Hold
3,934
– – 0.02% 99
2026
Q2 		$242K Hold
3,934
– – 0.03% 99
2026
Q1 		$218K Hold
3,934
– – 0.03% 95
2025
Q4 		$226K Buy
+3,934
New +$212K 0.03% 92

Other funds holding MLI

Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Allied Investment Advisors's MLI Position: Q3 2026 in Review

Allied Investment Advisors held its Mueller Industries (MLI) position steady in Q3 2026 at 3,934 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #99.

Allied Investment Advisors first reported a position in MLI in Q4 2025 and has held it in 4 quarters since. The position peaked at $242K in Q2 2026. 56 funds tracked by Wall St. Rank hold MLI as of Q3 2026.

  • Allied Investment Advisors held 3,934 shares of Mueller Industries worth $238K as of Q3 2026.
  • Allied Investment Advisors left its Mueller Industries share count unchanged in Q3 2026.
  • Mueller Industries made up 0.02% of Allied Investment Advisors's portfolio in Q3 2026, its #99 holding.
  • Allied Investment Advisors first reported a position in Mueller Industries in Q4 2025 and has held it in 4 quarters since.
  • Allied Investment Advisors's Mueller Industries position peaked at $242K in Q2 2026.
  • 56 funds tracked by Wall St. Rank held Mueller Industries as of Q3 2026.

Based on Allied Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.