IAS
MLI icon

IMA Advisory Services’s Mueller Industries MLI Stock Holding History

IMA Advisory Services’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 		$5.04K Buy
82
+28
+52% +$1.84K ﹤0.01% 908
2026
Q1 		$2.99K Sell
54
-48
-47% -$2.88K ﹤0.01% 537
2025
Q4 		$5.85K Buy
+102
New +$5.48K ﹤0.01% 400

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 $3.38T AUM 44.17% 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

IMA Advisory Services's MLI Position: Q2 2026 in Review

IMA Advisory Services increased its Mueller Industries (MLI) stake by 52% in Q2 2026, buying an estimated $1.84K and bringing the position to 82 shares worth $5.04K. The position accounts for ﹤0.01% of the portfolio, ranked #908.

IMA Advisory Services first reported a position in MLI in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.85K in Q4 2025. 743 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • IMA Advisory Services held 82 shares of Mueller Industries worth $5.04K as of Q2 2026.
  • IMA Advisory Services bought 28 Mueller Industries shares in Q2 2026, an estimated $1.84K.
  • Mueller Industries made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #908 holding.
  • IMA Advisory Services first reported a position in Mueller Industries in Q4 2025 and has held it in 3 quarters since.
  • IMA Advisory Services's Mueller Industries position peaked at $5.85K in Q4 2025.
  • 743 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.