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HB Wealth Management’s Mueller Industries MLI Stock Holding History

HB Wealth 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 		$1.14M Buy
18,574
+768
+4% +$50.4K 0.01% 686
2026
Q1 		$986K Buy
17,806
+3,050
+21% +$183K 0.01% 666
2025
Q4 		$847K Buy
14,756
+2,534
+21% +$136K 0.01% 691
2025
Q3 		$618K Buy
+12,222
New +$561K ﹤0.01% 773
2025
Q2 		– Sell
-7,852
Closed -$299K – 1249
2025
Q1 		$299K Buy
+7,852
New +$314K ﹤0.01% 969

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

HB Wealth Management's MLI Position: Q2 2026 in Review

HB Wealth Management increased its Mueller Industries (MLI) stake by 4.3% in Q2 2026, buying an estimated $50.4K and bringing the position to 18,574 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #686.

HB Wealth Management first reported a position in MLI in Q1 2025 and has held it in 5 quarters since. 739 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • HB Wealth Management held 18,574 shares of Mueller Industries worth $1.14M as of Q2 2026.
  • HB Wealth Management bought 768 Mueller Industries shares in Q2 2026, an estimated $50.4K.
  • Mueller Industries made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #686 holding.
  • HB Wealth Management first reported a position in Mueller Industries in Q1 2025 and has held it in 5 quarters since.
  • 739 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.