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Everhart Financial Group’s Mueller Industries MLI Stock Holding History

Everhart Financial Group’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 		$217K Sell
3,536
-136
-4% -$8.92K 0.01% 439
2026
Q1 		$203K Buy
+3,672
New +$220K 0.02% 446

Other funds holding MLI

BlackRock
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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

Everhart Financial Group's MLI Position: Q2 2026 in Review

Everhart Financial Group reduced its Mueller Industries (MLI) stake by 3.7% in Q2 2026, selling an estimated $8.92K and leaving 3,536 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #439.

Everhart Financial Group first reported a position in MLI in Q1 2026 and has held it in 2 quarters since. 738 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • Everhart Financial Group held 3,536 shares of Mueller Industries worth $217K as of Q2 2026.
  • Everhart Financial Group sold 136 Mueller Industries shares in Q2 2026, an estimated $8.92K.
  • Mueller Industries made up 0.01% of Everhart Financial Group's portfolio in Q2 2026, its #439 holding.
  • Everhart Financial Group first reported a position in Mueller Industries in Q1 2026 and has held it in 2 quarters since.
  • 738 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.