Gallacher Capital Management’s Mueller Industries MLI Stock Holding History

Gallacher 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	$395K	Sell	6,430 -2,988	-32%	-$196K	0.22%	153
2026 Q1	$522K	Sell	9,418 -10,250	-52%	-$615K	0.2%	147
2025 Q4	$1.13M	Sell	19,668 -16	-0.1%	-$860	0.44%	50
2025 Q3	$995K	Buy	19,684 +8,908	+83%	+$409K	0.39%	52
2025 Q2	$428K	Buy	+10,776	New	+$407K	0.2%	152
2025 Q1	–	Sell	-5,262	Closed	-$209K	–	325
2024 Q4	$209K	Buy	+5,262	New	+$214K	0.1%	279
2024 Q2	–	Sell	-8,782	Closed	-$237K	–	306
2024 Q1	$237K	Sell	8,782 -8,952	-50%	-$221K	0.12%	217
2023 Q4	$418K	Sell	17,734 -278	-2%	-$5.61K	0.23%	99
2023 Q3	$338K	Sell	18,012 -696	-4%	-$13.8K	0.21%	116
2023 Q2	$408K	Buy	18,708 +856	+5%	+$16.3K	0.24%	115
2023 Q1	$328K	Sell	17,852 -6,212	-26%	-$108K	0.2%	144
2022 Q4	$355K	Buy	+24,064	New	+$384K	0.21%	107

Other funds holding MLI

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

BWP

Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

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

Gallacher Capital Management reduced its Mueller Industries (MLI) stake by 32% in Q2 2026, selling an estimated $196K and leaving 6,430 shares worth $395K. The position accounts for 0.22% of the portfolio, ranked #153.

Gallacher Capital Management first reported a position in MLI in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.13M in Q4 2025. 130 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

Gallacher Capital Management held 6,430 shares of Mueller Industries worth $395K as of Q2 2026.
Gallacher Capital Management sold 2,988 Mueller Industries shares in Q2 2026, an estimated $196K.
Mueller Industries made up 0.22% of Gallacher Capital Management's portfolio in Q2 2026, its #153 holding.
Gallacher Capital Management first reported a position in Mueller Industries in Q4 2022 and has held it in 12 quarters since.
Gallacher Capital Management's Mueller Industries position peaked at $1.13M in Q4 2025.
130 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Gallacher Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.