Polen Capital Management
MLI icon

Polen Capital Management’s Mueller Industries MLI Stock Holding History

Polen 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 		$318K Buy
10,344
+4,806
+87% +$315K ﹤0.01% 204
2026
Q1 		$307K Buy
5,538
+98
+2% +$5.88K ﹤0.01% 204
2025
Q4 		$312K Sell
5,440
-4,514
-45% -$243K ﹤0.01% 212
2025
Q3 		$503K Buy
+9,954
New +$457K ﹤0.01% 187

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

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

Polen Capital Management increased its Mueller Industries (MLI) stake by 87% in Q2 2026, buying an estimated $315K and bringing the position to 10,344 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #204.

Polen Capital Management first reported a position in MLI in Q3 2025 and has held it in 4 quarters since. The position peaked at $503K in Q3 2025. 740 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • Polen Capital Management held 10,344 shares of Mueller Industries worth $318K as of Q2 2026.
  • Polen Capital Management bought 4,806 Mueller Industries shares in Q2 2026, an estimated $315K.
  • Mueller Industries made up ﹤0.01% of Polen Capital Management's portfolio in Q2 2026, its #204 holding.
  • Polen Capital Management first reported a position in Mueller Industries in Q3 2025 and has held it in 4 quarters since.
  • Polen Capital Management's Mueller Industries position peaked at $503K in Q3 2025.
  • 740 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.