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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Capital Square's MLI Position: Q2 2026 in Review

Capital Square sold out of Mueller Industries (MLI) in Q2 2026, closing a stake of 7,924 shares — an estimated $539K sold.

Capital Square first reported a position in MLI in Q4 2025 and held it in 2 quarters. The position peaked at $539K in Q1 2026. 742 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

Capital Square reported no remaining Mueller Industries position as of Q2 2026 after selling out during the quarter.
Capital Square sold 7,924 Mueller Industries shares in Q2 2026, an estimated $539K.
Capital Square first reported a position in Mueller Industries in Q4 2025 and held it in 2 quarters.
Capital Square's Mueller Industries position peaked at $539K in Q1 2026.
742 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Capital Square's 13F filing for Q2 2026, filed 13 Aug 2026.