Merit Financial Group’s Mueller Industries MLI Stock Holding History

Merit Financial Group’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	$2.6M	Buy	42,282 +1,168	+3%	+$76.6K	0.02%	639
2026 Q1	$2.28M	Buy	41,114 +4,018	+11%	+$241K	0.02%	618
2025 Q4	$2.13M	Buy	37,096 +15,714	+73%	+$845K	0.02%	626
2025 Q3	$1.08M	Buy	21,382 +16,010	+298%	+$735K	0.01%	831
2025 Q2	$213K	Buy	+5,372	New	+$203K	﹤0.01%	1522
2025 Q1	–	Sell	-7,240	Closed	-$287K	–	1428
2024 Q4	$287K	Buy	+7,240	New	+$294K	0.01%	946

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

Merit Financial Group's MLI Position: Q2 2026 in Review

Merit Financial Group increased its Mueller Industries (MLI) stake by 2.8% in Q2 2026, buying an estimated $76.6K and bringing the position to 42,282 shares worth $2.6M. The position accounts for 0.02% of the portfolio, ranked #639.

Merit Financial Group first reported a position in MLI in Q4 2024 and has held it in 6 quarters since. 739 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

Merit Financial Group held 42,282 shares of Mueller Industries worth $2.6M as of Q2 2026.
Merit Financial Group bought 1,168 Mueller Industries shares in Q2 2026, an estimated $76.6K.
Mueller Industries made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #639 holding.
Merit Financial Group first reported a position in Mueller Industries in Q4 2024 and has held it in 6 quarters since.
739 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.