SageView Advisory Group’s Mueller Industries MLI Stock Holding History

SageView Advisory Group’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
2025 Q4	$340K	Sell	5,918 -11,978	-67%	-$644K	0.01%	447
2025 Q3	$905K	Sell	17,896 -1,934	-10%	-$88.8K	0.03%	279
2025 Q2	$871K	Sell	19,830 -256	-1%	-$9.66K	0.03%	262
2025 Q1	$765K	Buy	20,086 +378	+2%	+$15.1K	0.03%	265
2024 Q4	$782K	Sell	19,708 -3,146	-14%	-$128K	0.03%	259
2024 Q3	$847K	Sell	22,854 -5,114	-18%	-$171K	0.04%	223
2024 Q2	$796K	Buy	+27,968	New	+$784K	0.04%	255
2024 Q1	–	Sell	-33,616	Closed	-$837K	–	669
2023 Q4	$837K	Buy	+33,616	New	+$679K	0.04%	284

Other funds holding MLI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

SageView Advisory Group's MLI Position: Q4 2025 in Review

SageView Advisory Group reduced its Mueller Industries (MLI) stake by 67% in Q4 2025, selling an estimated $644K and leaving 5,918 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #447.

SageView Advisory Group first reported a position in MLI in Q4 2023 and has held it in 8 quarters since. The position peaked at $905K in Q3 2025. 684 funds tracked by Wall St. Rank hold MLI as of Q4 2025.

SageView Advisory Group held 5,918 shares of Mueller Industries worth $340K as of Q4 2025.
SageView Advisory Group sold 11,978 Mueller Industries shares in Q4 2025, an estimated $644K.
Mueller Industries made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #447 holding.
SageView Advisory Group first reported a position in Mueller Industries in Q4 2023 and has held it in 8 quarters since.
SageView Advisory Group's Mueller Industries position peaked at $905K in Q3 2025.
684 funds tracked by Wall St. Rank held Mueller Industries as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.