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JFS Wealth Advisors’s Mueller Industries MLI Stock Holding History

JFS Wealth Advisors’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 		$37K Buy
602
+12
+2% +$787 ﹤0.01% 612
2026
Q1 		$32.7K Buy
590
+14
+2% +$839 ﹤0.01% 608
2025
Q4 		$33.1K Buy
576
+72
+14% +$3.87K ﹤0.01% 622
2025
Q3 		$25.5K Buy
504
+276
+121% +$12.7K ﹤0.01% 649
2025
Q2 		$9.06K Hold
228
– – ﹤0.01% 897
2025
Q1 		$8.68K Hold
228
– – ﹤0.01% 923
2024
Q4 		$9.05K Sell
228
-2
-0.9% -$81 ﹤0.01% 878
2024
Q3 		$8.52K Buy
230
+10
+5% +$335 ﹤0.01% 911
2024
Q2 		$6.26K Hold
220
– – ﹤0.01% 970
2024
Q1 		$5.93K Hold
220
– – ﹤0.01% 1041
2023
Q4 		$5.19K Buy
220
+8
+4% +$162 ﹤0.01% 1044
2023
Q3 		$3.98K Hold
212
– – ﹤0.01% 1096
2023
Q2 		$4.63K Sell
212
-20
-9% -$380 ﹤0.01% 1040
2023
Q1 		$4.26K Buy
232
+8
+4% +$140 ﹤0.01% 1060
2022
Q4 		$3.3K Buy
224
+32
+17% +$511 ﹤0.01% 1164
2022
Q3 		$3K Buy
192
+32
+20% +$498 ﹤0.01% 1205
2022
Q2 		$2K Sell
160
-20
-11% -$271 ﹤0.01% 1348
2022
Q1 		$2K Buy
180
+108
+150% +$1.53K ﹤0.01% 1447
2021
Q4 		$1K Buy
+72
New +$973 ﹤0.01% 1453

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

JFS Wealth Advisors's MLI Position: Q2 2026 in Review

JFS Wealth Advisors increased its Mueller Industries (MLI) stake by 2% in Q2 2026, buying an estimated $787 and bringing the position to 602 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

JFS Wealth Advisors first reported a position in MLI in Q4 2021 and has held it in 19 quarters since. 738 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • JFS Wealth Advisors held 602 shares of Mueller Industries worth $37K as of Q2 2026.
  • JFS Wealth Advisors bought 12 Mueller Industries shares in Q2 2026, an estimated $787.
  • Mueller Industries made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #612 holding.
  • JFS Wealth Advisors first reported a position in Mueller Industries in Q4 2021 and has held it in 19 quarters since.
  • 738 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.