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Caerus Investment Advisors’s Mueller Industries MLI Stock Holding History

Caerus 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
Q2 		$726K Sell
11,810
-764
-6% -$50.1K 0.24% 76
2026
Q1 		$697K Sell
12,574
-5,106
-29% -$306K 0.29% 68
2025
Q4 		$1.01M Buy
17,680
+6,778
+62% +$364K 0.33% 60
2025
Q3 		$551K Buy
+10,902
New +$500K 0.23% 102

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 $3.37T AUM 44.26% 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

Caerus Investment Advisors's MLI Position: Q2 2026 in Review

Caerus Investment Advisors reduced its Mueller Industries (MLI) stake by 6.1% in Q2 2026, selling an estimated $50.1K and leaving 11,810 shares worth $726K. The position accounts for 0.24% of the portfolio, ranked #76.

Caerus Investment Advisors first reported a position in MLI in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.01M in Q4 2025. 742 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • Caerus Investment Advisors held 11,810 shares of Mueller Industries worth $726K as of Q2 2026.
  • Caerus Investment Advisors sold 764 Mueller Industries shares in Q2 2026, an estimated $50.1K.
  • Mueller Industries made up 0.24% of Caerus Investment Advisors's portfolio in Q2 2026, its #76 holding.
  • Caerus Investment Advisors first reported a position in Mueller Industries in Q3 2025 and has held it in 4 quarters since.
  • Caerus Investment Advisors's Mueller Industries position peaked at $1.01M in Q4 2025.
  • 742 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.