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Evergreen Capital Management’s Mueller Industries MLI Stock Holding History

Evergreen Capital 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 		$1.78M Sell
28,912
-4
-0% -$262 0.03% 363
2026
Q1 		$1.6M Sell
28,916
-1,294
-4% -$77.6K 0.03% 367
2025
Q4 		$1.73M Buy
30,210
+5,870
+24% +$316K 0.04% 343
2025
Q3 		$1.23M Buy
24,340
+1,408
+6% +$64.6K 0.03% 358
2025
Q2 		$911K Sell
22,932
-660
-3% -$24.9K 0.03% 383
2025
Q1 		$898K Buy
23,592
+404
+2% +$16.1K 0.03% 351
2024
Q4 		$920K Buy
23,188
+78
+0.3% +$3.17K 0.03% 351
2024
Q3 		$856K Buy
23,110
+580
+3% +$19.4K 0.03% 354
2024
Q2 		$641K Buy
22,530
+1,214
+6% +$34K 0.02% 406
2024
Q1 		$575K Buy
21,316
+1,142
+6% +$28.2K 0.02% 412
2023
Q4 		$476K Sell
20,174
-294
-1% -$5.94K 0.02% 437
2023
Q3 		$385K Buy
20,468
+36
+0.2% +$713 0.02% 465
2023
Q2 		$446K Buy
20,432
+4,916
+32% +$93.4K 0.02% 420
2023
Q1 		$285K Buy
+15,516
New +$271K 0.01% 528

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

Evergreen Capital Management's MLI Position: Q2 2026 in Review

Evergreen Capital Management reduced its Mueller Industries (MLI) stake by 0.01% in Q2 2026, selling an estimated $262 and leaving 28,912 shares worth $1.78M. The position accounts for 0.03% of the portfolio, ranked #363.

Evergreen Capital Management first reported a position in MLI in Q1 2023 and has held it in 14 quarters since. 742 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • Evergreen Capital Management held 28,912 shares of Mueller Industries worth $1.78M as of Q2 2026.
  • Evergreen Capital Management sold 4 Mueller Industries shares in Q2 2026, an estimated $262.
  • Mueller Industries made up 0.03% of Evergreen Capital Management's portfolio in Q2 2026, its #363 holding.
  • Evergreen Capital Management first reported a position in Mueller Industries in Q1 2023 and has held it in 14 quarters since.
  • 742 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.