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Kestra Advisory Services’s Mueller Industries MLI Stock Holding History

Kestra 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 		$245K Sell
3,986
-4,268
-52% -$280K ﹤0.01% 2951
2026
Q1 		$457K Buy
8,254
+4,700
+132% +$282K ﹤0.01% 2289
2025
Q4 		$204K Buy
+3,554
New +$191K ﹤0.01% 2871

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

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

Kestra Advisory Services reduced its Mueller Industries (MLI) stake by 52% in Q2 2026, selling an estimated $280K and leaving 3,986 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #2951.

Kestra Advisory Services first reported a position in MLI in Q4 2025 and has held it in 3 quarters since. The position peaked at $457K in Q1 2026. 739 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • Kestra Advisory Services held 3,986 shares of Mueller Industries worth $245K as of Q2 2026.
  • Kestra Advisory Services sold 4,268 Mueller Industries shares in Q2 2026, an estimated $280K.
  • Mueller Industries made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2951 holding.
  • Kestra Advisory Services first reported a position in Mueller Industries in Q4 2025 and has held it in 3 quarters since.
  • Kestra Advisory Services's Mueller Industries position peaked at $457K in Q1 2026.
  • 739 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.