Narwhal Capital Management’s Mueller Industries MLI Stock Holding History

Narwhal Capital 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 Q2	$6.45M	Sell	104,962 -12,650	-11%	-$829K	0.45%	52
2026 Q1	$6.52M	Sell	117,612 -8,074	-6%	-$484K	0.48%	50
2025 Q4	$7.21M	Sell	125,686 -14,452	-10%	-$777K	0.52%	43
2025 Q3	$7.08M	Sell	140,138 -45,586	-25%	-$2.09M	0.52%	46
2025 Q2	$7.38M	Buy	185,724 +9,378	+5%	+$354K	0.59%	41
2025 Q1	$6.71M	Buy	176,346 +84,654	+92%	+$3.38M	0.6%	45
2024 Q4	$3.64M	Buy	91,692 +32,020	+54%	+$1.3M	0.32%	63
2024 Q3	$2.21M	Buy	59,672 +31,808	+114%	+$1.07M	0.2%	79
2024 Q2	$793K	Buy	+27,864	New	+$781K	0.08%	111

Other funds holding MLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Narwhal Capital Management's MLI Position: Q2 2026 in Review

Narwhal Capital Management reduced its Mueller Industries (MLI) stake by 11% in Q2 2026, selling an estimated $829K and leaving 104,962 shares worth $6.45M. The position accounts for 0.45% of the portfolio, ranked #52.

Narwhal Capital Management first reported a position in MLI in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.38M in Q2 2025. 400 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

Narwhal Capital Management held 104,962 shares of Mueller Industries worth $6.45M as of Q2 2026.
Narwhal Capital Management sold 12,650 Mueller Industries shares in Q2 2026, an estimated $829K.
Mueller Industries made up 0.45% of Narwhal Capital Management's portfolio in Q2 2026, its #52 holding.
Narwhal Capital Management first reported a position in Mueller Industries in Q2 2024 and has held it in 9 quarters since.
Narwhal Capital Management's Mueller Industries position peaked at $7.38M in Q2 2025.
400 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Narwhal Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.