Independent Advisor Alliance’s Mueller Industries MLI Stock Holding History

Independent Advisor Alliance’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	$371K	Sell	6,042 -734	-11%	-$48.1K	0.01%	767
2026 Q1	$375K	Sell	6,776 -4	-0.1%	-$240	﹤0.01%	1230
2025 Q4	$389K	Buy	6,780 +4	+0.1%	+$215	0.01%	718
2025 Q3	$343K	Buy	6,776 +1,084	+19%	+$49.8K	0.01%	730
2025 Q2	$226K	Buy	5,692 +56	+1%	+$2.11K	0.01%	802
2025 Q1	$215K	Buy	5,636 +50	+0.9%	+$2K	0.01%	752
2024 Q4	$222K	Buy	+5,586	New	+$227K	﹤0.01%	1253

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 $3.38T AUM 44.17% 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

Independent Advisor Alliance's MLI Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Mueller Industries (MLI) stake by 11% in Q2 2026, selling an estimated $48.1K and leaving 6,042 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #767.

Independent Advisor Alliance first reported a position in MLI in Q4 2024 and has held it in 7 quarters since. The position peaked at $389K in Q4 2025. 743 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

Independent Advisor Alliance held 6,042 shares of Mueller Industries worth $371K as of Q2 2026.
Independent Advisor Alliance sold 734 Mueller Industries shares in Q2 2026, an estimated $48.1K.
Mueller Industries made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #767 holding.
Independent Advisor Alliance first reported a position in Mueller Industries in Q4 2024 and has held it in 7 quarters since.
Independent Advisor Alliance's Mueller Industries position peaked at $389K in Q4 2025.
743 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.