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
2026 Q2	$349K	Sell	5,686 -154	-3%	-$10.1K	0.01%	452
2026 Q1	$324K	Sell	5,840 -78	-1%	-$4.68K	0.01%	451
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 $6.73T AUM 46.02% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

SageView Advisory Group's MLI Position: Q2 2026 in Review

SageView Advisory Group reduced its Mueller Industries (MLI) stake by 2.6% in Q2 2026, selling an estimated $10.1K and leaving 5,686 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #452.

SageView Advisory Group first reported a position in MLI in Q4 2023 and has held it in 10 quarters since. The position peaked at $905K in Q3 2025. 743 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

SageView Advisory Group held 5,686 shares of Mueller Industries worth $349K as of Q2 2026.
SageView Advisory Group sold 154 Mueller Industries shares in Q2 2026, an estimated $10.1K.
Mueller Industries made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #452 holding.
SageView Advisory Group first reported a position in Mueller Industries in Q4 2023 and has held it in 10 quarters since.
SageView Advisory Group's Mueller Industries position peaked at $905K in Q3 2025.
743 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.