Kestra Investment Management’s Mueller Industries MLI Stock Holding History

Kestra Investment 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	$1.9M	Sell	30,958 -12,376	-29%	-$811K	0.04%	145
2026 Q1	$2.4M	Buy	43,334 +17,080	+65%	+$1.02M	0.04%	123
2025 Q4	$1.51M	Buy	26,254 +2,096	+9%	+$113K	0.04%	152
2025 Q3	$1.22M	Sell	24,158 -90	-0.4%	-$4.13K	0.03%	176
2025 Q2	$963K	Buy	24,248 +9,806	+68%	+$370K	0.03%	196
2025 Q1	$550K	Buy	14,442 +8,352	+137%	+$333K	0.02%	255
2024 Q4	$242K	Buy	6,090 +436	+8%	+$17.7K	0.01%	325
2024 Q3	$209K	Buy	+5,654	New	+$189K	0.01%	323

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 $3.37T AUM 44.26% 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

Kestra Investment Management's MLI Position: Q2 2026 in Review

Kestra Investment Management reduced its Mueller Industries (MLI) stake by 29% in Q2 2026, selling an estimated $811K and leaving 30,958 shares worth $1.9M. The position accounts for 0.04% of the portfolio, ranked #145.

Kestra Investment Management first reported a position in MLI in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.4M in Q1 2026. 739 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

Kestra Investment Management held 30,958 shares of Mueller Industries worth $1.9M as of Q2 2026.
Kestra Investment Management sold 12,376 Mueller Industries shares in Q2 2026, an estimated $811K.
Mueller Industries made up 0.04% of Kestra Investment Management's portfolio in Q2 2026, its #145 holding.
Kestra Investment Management first reported a position in Mueller Industries in Q3 2024 and has held it in 8 quarters since.
Kestra Investment Management's Mueller Industries position peaked at $2.4M in Q1 2026.
739 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.