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Principia Wealth Advisory’s Mueller Industries MLI Stock Holding History

Principia Wealth Advisory’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 		$1.6K Buy
26
+24
+1,200% +$1.57K ﹤0.01% 652
2026
Q1 		$111 Hold
2
– – ﹤0.01% 1004
2025
Q4 		$115 Buy
+2
New +$108 ﹤0.01% 961

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

Principia Wealth Advisory's MLI Position: Q2 2026 in Review

Principia Wealth Advisory increased its Mueller Industries (MLI) stake by 1,200% in Q2 2026, buying an estimated $1.57K and bringing the position to 26 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #652.

Principia Wealth Advisory first reported a position in MLI in Q4 2025 and has held it in 3 quarters since. 742 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • Principia Wealth Advisory held 26 shares of Mueller Industries worth $1.6K as of Q2 2026.
  • Principia Wealth Advisory bought 24 Mueller Industries shares in Q2 2026, an estimated $1.57K.
  • Mueller Industries made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #652 holding.
  • Principia Wealth Advisory first reported a position in Mueller Industries in Q4 2025 and has held it in 3 quarters since.
  • 742 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.