Capital Square
MLI icon

Capital Square’s Mueller Industries MLI Stock Holding History

Capital Square’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 		$201K Buy
+3,320
New +$207K 0.09% 235
2026
Q2 		– Sell
-7,924
Closed -$539K – 244
2026
Q1 		$539K Buy
7,924
+1,986
+33% +$119K 0.25% 100
2025
Q4 		$341K Buy
+5,938
New +$319K 0.17% 131

Other funds holding MLI

Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Barlow Wealth Partners
Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Capital Square's MLI Position: Q3 2026 in Review

Capital Square opened a new position in Mueller Industries (MLI) in Q3 2026: 3,320 shares worth $201K. The stake represents 0.09% of the portfolio and ranks #235 among its holdings. This is a return to the name: Capital Square previously reported a position in MLI as recently as Q1 2026.

Capital Square first reported a position in MLI in Q4 2025 and has held it in 3 quarters since. The position peaked at $539K in Q1 2026. 215 funds tracked by Wall St. Rank hold MLI as of Q3 2026.

  • Capital Square held 3,320 shares of Mueller Industries worth $201K as of Q3 2026.
  • Mueller Industries was a new Capital Square position in Q3 2026.
  • Mueller Industries made up 0.09% of Capital Square's portfolio in Q3 2026, its #235 holding.
  • Capital Square first reported a position in Mueller Industries in Q4 2025 and has held it in 3 quarters since.
  • Capital Square's Mueller Industries position peaked at $539K in Q1 2026.
  • 215 funds tracked by Wall St. Rank held Mueller Industries as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.