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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
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 $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Kestra Private Wealth Services's MLI Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Mueller Industries (MLI) stake by 26% in Q1 2026, buying an estimated $351K and bringing the position to 28,410 shares worth $1.57M. The position accounts for 0.02% of the portfolio, ranked #634.

Kestra Private Wealth Services first reported a position in MLI in Q2 2025 and has held it in 4 quarters since. 722 funds tracked by Wall St. Rank hold MLI as of Q1 2026.

  • Kestra Private Wealth Services held 28,410 shares of Mueller Industries worth $1.57M as of Q1 2026.
  • Kestra Private Wealth Services bought 5,856 Mueller Industries shares in Q1 2026, an estimated $351K.
  • Mueller Industries made up 0.02% of Kestra Private Wealth Services's portfolio in Q1 2026, its #634 holding.
  • Kestra Private Wealth Services first reported a position in Mueller Industries in Q2 2025 and has held it in 4 quarters since.
  • 722 funds tracked by Wall St. Rank held Mueller Industries as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.