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Marshall Financial Group (Maryland)’s Mueller Industries MLI Stock Holding History

Marshall Financial Group (Maryland)’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 		$986K Buy
16,050
+1,040
+7% +$68.2K 0.14% 136
2026
Q1 		$832K Buy
15,010
+422
+3% +$25.3K 0.13% 142
2025
Q4 		$837K Buy
+14,588
New +$784K 0.16% 144

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

Marshall Financial Group (Maryland)'s MLI Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its Mueller Industries (MLI) stake by 6.9% in Q2 2026, buying an estimated $68.2K and bringing the position to 16,050 shares worth $986K. The position accounts for 0.14% of the portfolio, ranked #136.

Marshall Financial Group (Maryland) first reported a position in MLI in Q4 2025 and has held it in 3 quarters since. 742 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • Marshall Financial Group (Maryland) held 16,050 shares of Mueller Industries worth $986K as of Q2 2026.
  • Marshall Financial Group (Maryland) bought 1,040 Mueller Industries shares in Q2 2026, an estimated $68.2K.
  • Mueller Industries made up 0.14% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #136 holding.
  • Marshall Financial Group (Maryland) first reported a position in Mueller Industries in Q4 2025 and has held it in 3 quarters since.
  • 742 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.