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Diversified Trust’s Mueller Industries MLI Stock Holding History

Diversified Trust’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
2025
Q4 		– Sell
-10,930
Closed -$553K – 1078
2025
Q3 		$553K Buy
+10,930
New +$502K 0.01% 606
2024
Q1 		– Sell
-9,144
Closed -$216K – 896
2023
Q4 		$216K Buy
+9,144
New +$185K 0.01% 765
2023
Q2 		– Sell
-14,648
Closed -$269K – 877
2023
Q1 		$269K Buy
+14,648
New +$256K 0.01% 664

Other funds holding MLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Diversified Trust's MLI Position: Q4 2025 in Review

Diversified Trust sold out of Mueller Industries (MLI) in Q4 2025, closing a stake of 10,930 shares — an estimated $553K sold.

Diversified Trust first reported a position in MLI in Q1 2023 and held it in 3 quarters. The position peaked at $553K in Q3 2025. 686 funds tracked by Wall St. Rank hold MLI as of Q4 2025.

  • Diversified Trust reported no remaining Mueller Industries position as of Q4 2025 after selling out during the quarter.
  • Diversified Trust sold 10,930 Mueller Industries shares in Q4 2025, an estimated $553K.
  • Diversified Trust first reported a position in Mueller Industries in Q1 2023 and held it in 3 quarters.
  • Diversified Trust's Mueller Industries position peaked at $553K in Q3 2025.
  • 686 funds tracked by Wall St. Rank held Mueller Industries as of Q4 2025.

Based on Diversified Trust's 13F filing for Q4 2025, filed 9 Jan 2026.