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Savvy Advisors Inc’s Mueller Industries MLI Stock Holding History

Savvy Advisors Inc’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 		$336K Sell
5,464
-1,242
-19% -$81.4K 0.01% 943
2026
Q1 		$372K Sell
6,706
-280
-4% -$16.8K 0.01% 779
2025
Q4 		$401K Buy
6,986
+2,102
+43% +$113K 0.01% 648
2025
Q3 		$247K Buy
+4,884
New +$224K 0.01% 703

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

Savvy Advisors Inc's MLI Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Mueller Industries (MLI) stake by 19% in Q2 2026, selling an estimated $81.4K and leaving 5,464 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #943.

Savvy Advisors Inc first reported a position in MLI in Q3 2025 and has held it in 4 quarters since. The position peaked at $401K in Q4 2025. 742 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • Savvy Advisors Inc held 5,464 shares of Mueller Industries worth $336K as of Q2 2026.
  • Savvy Advisors Inc sold 1,242 Mueller Industries shares in Q2 2026, an estimated $81.4K.
  • Mueller Industries made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #943 holding.
  • Savvy Advisors Inc first reported a position in Mueller Industries in Q3 2025 and has held it in 4 quarters since.
  • Savvy Advisors Inc's Mueller Industries position peaked at $401K in Q4 2025.
  • 742 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.