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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
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

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

Capital Square's MLI Position: Q1 2026 in Review

Capital Square increased its Mueller Industries (MLI) stake by 33% in Q1 2026, buying an estimated $119K and bringing the position to 7,924 shares worth $539K. The position accounts for 0.25% of the portfolio, ranked #100.

Capital Square first reported a position in MLI in Q4 2025 and has held it in 2 quarters since. 723 funds tracked by Wall St. Rank hold MLI as of Q1 2026.

  • Capital Square held 7,924 shares of Mueller Industries worth $539K as of Q1 2026.
  • Capital Square bought 1,986 Mueller Industries shares in Q1 2026, an estimated $119K.
  • Mueller Industries made up 0.25% of Capital Square's portfolio in Q1 2026, its #100 holding.
  • Capital Square first reported a position in Mueller Industries in Q4 2025 and has held it in 2 quarters since.
  • 723 funds tracked by Wall St. Rank held Mueller Industries as of Q1 2026.

Based on Capital Square's 13F filing for Q1 2026, filed 11 May 2026.