Evoke Wealth’s Mueller Industries MLI Stock Holding History

Evoke Wealth’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	–	Sell	-5,602	Closed	-$310K	–	397
2026 Q1	$310K	Buy	5,602 +1,110	+25%	+$66.6K	0.01%	532
2025 Q4	$258K	Buy	+4,492	New	+$242K	﹤0.01%	564

Other funds holding MLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Evoke Wealth's MLI Position: Q2 2026 in Review

Evoke Wealth sold out of Mueller Industries (MLI) in Q2 2026, closing a stake of 5,602 shares — an estimated $310K sold.

Evoke Wealth first reported a position in MLI in Q4 2025 and held it in 2 quarters. The position peaked at $310K in Q1 2026. 739 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

Evoke Wealth reported no remaining Mueller Industries position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 5,602 Mueller Industries shares in Q2 2026, an estimated $310K.
Evoke Wealth first reported a position in Mueller Industries in Q4 2025 and held it in 2 quarters.
Evoke Wealth's Mueller Industries position peaked at $310K in Q1 2026.
739 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.