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Diversify Wealth Management’s Mueller Industries MLI Stock Holding History

Diversify Wealth Management’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 		$216K Buy
6,742
+3,206
+91% +$210K ﹤0.01% 1173
2026
Q1 		$235K Buy
+3,536
New +$212K ﹤0.01% 1041

Other funds holding MLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Diversify Wealth Management's MLI Position: Q2 2026 in Review

Diversify Wealth Management increased its Mueller Industries (MLI) stake by 91% in Q2 2026, buying an estimated $210K and bringing the position to 6,742 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

Diversify Wealth Management first reported a position in MLI in Q1 2026 and has held it in 2 quarters since. The position peaked at $235K in Q1 2026. 738 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • Diversify Wealth Management held 6,742 shares of Mueller Industries worth $216K as of Q2 2026.
  • Diversify Wealth Management bought 3,206 Mueller Industries shares in Q2 2026, an estimated $210K.
  • Mueller Industries made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1173 holding.
  • Diversify Wealth Management first reported a position in Mueller Industries in Q1 2026 and has held it in 2 quarters since.
  • Diversify Wealth Management's Mueller Industries position peaked at $235K in Q1 2026.
  • 738 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.