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Kestra Private Wealth Services’s Mueller Industries MLI Stock Holding History

Kestra Private Wealth 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 		$1.24M Sell
20,162
-8,248
-29% -$541K 0.01% 792
2026
Q1 		$1.57M Buy
28,410
+5,856
+26% +$351K 0.02% 634
2025
Q4 		$1.29M Buy
22,554
+13,474
+148% +$724K 0.02% 697
2025
Q3 		$459K Buy
9,080
+142
+2% +$6.52K 0.01% 1142
2025
Q2 		$355K Buy
+8,938
New +$337K 0.01% 1191

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

Kestra Private Wealth Services's MLI Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Mueller Industries (MLI) stake by 29% in Q2 2026, selling an estimated $541K and leaving 20,162 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #792.

Kestra Private Wealth Services first reported a position in MLI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.57M in Q1 2026. 743 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • Kestra Private Wealth Services held 20,162 shares of Mueller Industries worth $1.24M as of Q2 2026.
  • Kestra Private Wealth Services sold 8,248 Mueller Industries shares in Q2 2026, an estimated $541K.
  • Mueller Industries made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #792 holding.
  • Kestra Private Wealth Services first reported a position in Mueller Industries in Q2 2025 and has held it in 5 quarters since.
  • Kestra Private Wealth Services's Mueller Industries position peaked at $1.57M in Q1 2026.
  • 743 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

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