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EverSource Wealth Advisors’s Mueller Industries MLI Stock Holding History

EverSource Wealth 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
Q1 		$664K Buy
11,980
+1,258
+12% +$75.4K 0.02% 495
2025
Q4 		$615K Buy
10,722
+3,730
+53% +$201K 0.02% 473
2025
Q3 		$353K Buy
6,992
+4,720
+208% +$217K 0.01% 642
2025
Q2 		$90.3K Buy
2,272
+898
+65% +$33.9K ﹤0.01% 1268
2025
Q1 		$52.3K Buy
1,374
+102
+8% +$4.07K ﹤0.01% 1220
2024
Q4 		$50.5K Sell
1,272
-242
-16% -$9.84K ﹤0.01% 1186
2024
Q3 		$56.1K Sell
1,514
-1,226
-45% -$41.1K ﹤0.01% 1019
2024
Q2 		$97.2K Sell
2,740
-40
-1% -$1.12K 0.01% 813
2024
Q1 		$77.6K Sell
2,780
-60
-2% -$1.48K 0.01% 806
2023
Q4 		$67K Buy
2,840
+48
+2% +$969 0.01% 784
2023
Q3 		$52.5K Sell
2,792
-32
-1% -$633 0.01% 784
2023
Q2 		$61.6K Buy
2,824
+60
+2% +$1.14K 0.01% 755
2023
Q1 		$50.8K Sell
2,764
-188
-6% -$3.28K 0.01% 790
2022
Q4 		$43.6K Sell
2,952
-3,400
-54% -$54.2K 0.01% 811
2022
Q3 		$94K Sell
6,352
-2,116
-25% -$32.9K 0.02% 444
2022
Q2 		$113K Buy
8,468
+6,692
+377% +$90.7K 0.03% 346
2022
Q1 		$24K Hold
1,776
– – 0.01% 636
2021
Q4 		$26K Buy
+1,776
New +$24K 0.01% 586

Other funds holding MLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

EverSource Wealth Advisors's MLI Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Mueller Industries (MLI) stake by 12% in Q1 2026, buying an estimated $75.4K and bringing the position to 11,980 shares worth $664K. The position accounts for 0.02% of the portfolio, ranked #495.

EverSource Wealth Advisors first reported a position in MLI in Q4 2021 and has held it in 18 quarters since. 722 funds tracked by Wall St. Rank hold MLI as of Q1 2026.

  • EverSource Wealth Advisors held 11,980 shares of Mueller Industries worth $664K as of Q1 2026.
  • EverSource Wealth Advisors bought 1,258 Mueller Industries shares in Q1 2026, an estimated $75.4K.
  • Mueller Industries made up 0.02% of EverSource Wealth Advisors's portfolio in Q1 2026, its #495 holding.
  • EverSource Wealth Advisors first reported a position in Mueller Industries in Q4 2021 and has held it in 18 quarters since.
  • 722 funds tracked by Wall St. Rank held Mueller Industries as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.