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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
Q2 		$680K Sell
11,064
-916
-8% -$60.1K 0.02% 451
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 $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

EverSource Wealth Advisors's MLI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Mueller Industries (MLI) stake by 7.6% in Q2 2026, selling an estimated $60.1K and leaving 11,064 shares worth $680K. The position accounts for 0.02% of the portfolio, ranked #451.

EverSource Wealth Advisors first reported a position in MLI in Q4 2021 and has held it in 19 quarters since. 743 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • EverSource Wealth Advisors held 11,064 shares of Mueller Industries worth $680K as of Q2 2026.
  • EverSource Wealth Advisors sold 916 Mueller Industries shares in Q2 2026, an estimated $60.1K.
  • Mueller Industries made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #451 holding.
  • EverSource Wealth Advisors first reported a position in Mueller Industries in Q4 2021 and has held it in 19 quarters since.
  • 743 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.