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Oakmont Investment Advisors’s Mueller Industries MLI Stock Holding History

Oakmont Investment 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 		$1.58M Sell
25,726
-2,278
-8% -$149K 1.1% 24
2026
Q1 		$1.55M Sell
28,004
-9,814
-26% -$588K 1.42% 23
2025
Q4 		$2.17M Buy
+37,818
New +$2.03M 1.59% 18

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

Oakmont Investment Advisors's MLI Position: Q2 2026 in Review

Oakmont Investment Advisors reduced its Mueller Industries (MLI) stake by 8.1% in Q2 2026, selling an estimated $149K and leaving 25,726 shares worth $1.58M. The position accounts for 1.1% of the portfolio, ranked #24.

Oakmont Investment Advisors first reported a position in MLI in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.17M in Q4 2025. 735 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • Oakmont Investment Advisors held 25,726 shares of Mueller Industries worth $1.58M as of Q2 2026.
  • Oakmont Investment Advisors sold 2,278 Mueller Industries shares in Q2 2026, an estimated $149K.
  • Mueller Industries made up 1.1% of Oakmont Investment Advisors's portfolio in Q2 2026, its #24 holding.
  • Oakmont Investment Advisors first reported a position in Mueller Industries in Q4 2025 and has held it in 3 quarters since.
  • Oakmont Investment Advisors's Mueller Industries position peaked at $2.17M in Q4 2025.
  • 735 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Oakmont Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.