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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
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 $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

Caerus Investment Advisors's MLI Position: Q1 2026 in Review

Caerus Investment Advisors reduced its Mueller Industries (MLI) stake by 29% in Q1 2026, selling an estimated $306K and leaving 12,574 shares worth $697K. The position accounts for 0.29% of the portfolio, ranked #68.

Caerus Investment Advisors first reported a position in MLI in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.01M in Q4 2025. 722 funds tracked by Wall St. Rank hold MLI as of Q1 2026.

  • Caerus Investment Advisors held 12,574 shares of Mueller Industries worth $697K as of Q1 2026.
  • Caerus Investment Advisors sold 5,106 Mueller Industries shares in Q1 2026, an estimated $306K.
  • Mueller Industries made up 0.29% of Caerus Investment Advisors's portfolio in Q1 2026, its #68 holding.
  • Caerus Investment Advisors first reported a position in Mueller Industries in Q3 2025 and has held it in 3 quarters since.
  • Caerus Investment Advisors's Mueller Industries position peaked at $1.01M in Q4 2025.
  • 722 funds tracked by Wall St. Rank held Mueller Industries as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.