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Moran Wealth Management’s Mueller Industries MLI Stock Holding History

Moran Wealth Management’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 		– Sell
-117,456
Closed -$6.74M – 532
2025
Q4 		$6.74M Sell
117,456
-11,456
-9% -$616K 0.21% 150
2025
Q3 		$6.52M Sell
128,912
-8,124
-6% -$373K 0.2% 141
2025
Q2 		$5.45M Sell
137,036
-6,606
-5% -$249K 0.17% 170
2025
Q1 		$5.47M Sell
143,642
-234,120
-62% -$9.35M 0.18% 160
2024
Q4 		$15M Sell
377,762
-10,144
-3% -$412K 0.48% 70
2024
Q3 		$14.4M Sell
387,906
-474
-0.1% -$15.9K 0.44% 77
2024
Q2 		$11.1M Sell
388,380
-736
-0.2% -$20.6K 0.36% 94
2024
Q1 		$10.5M Buy
389,116
+1,490
+0.4% +$36.8K 0.34% 103
2023
Q4 		$9.14M Buy
387,626
+28,406
+8% +$574K 0.33% 105
2023
Q3 		$6.75M Buy
359,220
+15,840
+5% +$314K 0.26% 135
2023
Q2 		$7.49M Sell
343,380
-5,908
-2% -$112K 0.28% 125
2023
Q1 		$6.42M Buy
349,288
+321,188
+1,143% +$5.61M 0.24% 131
2022
Q4 		$414K Buy
+28,100
New +$448K 0.02% 310

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Moran Wealth Management's MLI Position: Q1 2026 in Review

Moran Wealth Management sold out of Mueller Industries (MLI) in Q1 2026, closing a stake of 117,456 shares — an estimated $6.74M sold.

Moran Wealth Management first reported a position in MLI in Q4 2022 and held it in 13 quarters. The position peaked at $15M in Q4 2024. 726 funds tracked by Wall St. Rank hold MLI as of Q1 2026.

  • Moran Wealth Management reported no remaining Mueller Industries position as of Q1 2026 after selling out during the quarter.
  • Moran Wealth Management sold 117,456 Mueller Industries shares in Q1 2026, an estimated $6.74M.
  • Moran Wealth Management first reported a position in Mueller Industries in Q4 2022 and held it in 13 quarters.
  • Moran Wealth Management's Mueller Industries position peaked at $15M in Q4 2024.
  • 726 funds tracked by Wall St. Rank held Mueller Industries as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.