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Legacy Financial Advisors’s Mueller Industries MLI Stock Holding History

Legacy Financial 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 		$369K Buy
6,012
+20
+0.3% +$1.31K 0.05% 304
2026
Q1 		$332K Buy
5,992
+898
+18% +$53.8K 0.05% 303
2025
Q4 		$292K Buy
+5,094
New +$274K 0.04% 318
2019
Q2 		– Sell
-512
Closed -$4K – 600
2019
Q1 		$4K Buy
512
+92
+22% +$677 ﹤0.01% 816
2018
Q4 		$2K Buy
+420
New +$2.6K ﹤0.01% 847

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

Legacy Financial Advisors's MLI Position: Q2 2026 in Review

Legacy Financial Advisors increased its Mueller Industries (MLI) stake by 0.33% in Q2 2026, buying an estimated $1.31K and bringing the position to 6,012 shares worth $369K. The position accounts for 0.05% of the portfolio, ranked #304.

Legacy Financial Advisors first reported a position in MLI in Q4 2018 and has held it in 5 quarters since. 743 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • Legacy Financial Advisors held 6,012 shares of Mueller Industries worth $369K as of Q2 2026.
  • Legacy Financial Advisors bought 20 Mueller Industries shares in Q2 2026, an estimated $1.31K.
  • Mueller Industries made up 0.05% of Legacy Financial Advisors's portfolio in Q2 2026, its #304 holding.
  • Legacy Financial Advisors first reported a position in Mueller Industries in Q4 2018 and has held it in 5 quarters since.
  • 743 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.