Claro Advisors
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Claro Advisors’s Mueller Industries MLI Stock Holding History

Claro 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
Q3 		– Sell
-6,516
Closed -$401K – 566
2026
Q2 		$401K Sell
6,516
-188
-3% -$12.3K 0.04% 326
2026
Q1 		$371K Buy
+6,704
New +$402K 0.04% 313

Other funds holding MLI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Claro Advisors's MLI Position: Q3 2026 in Review

Claro Advisors sold out of Mueller Industries (MLI) in Q3 2026, closing a stake of 6,516 shares — an estimated $401K sold.

Claro Advisors first reported a position in MLI in Q1 2026 and held it in 2 quarters. The position peaked at $401K in Q2 2026. 454 funds tracked by Wall St. Rank hold MLI as of Q3 2026.

  • Claro Advisors reported no remaining Mueller Industries position as of Q3 2026 after selling out during the quarter.
  • Claro Advisors sold 6,516 Mueller Industries shares in Q3 2026, an estimated $401K.
  • Claro Advisors first reported a position in Mueller Industries in Q1 2026 and held it in 2 quarters.
  • Claro Advisors's Mueller Industries position peaked at $401K in Q2 2026.
  • 454 funds tracked by Wall St. Rank held Mueller Industries as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.