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Sequoia Financial Advisors’s Mueller Industries MLI Stock Holding History

Sequoia Financial Advisors’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 		$1.53M Buy
24,874
+3,542
+17% +$232K 0.01% 752
2026
Q1 		$1.18M Sell
21,332
-5,102
-19% -$306K 0.01% 823
2025
Q4 		$1.52M Buy
26,434
+7,920
+43% +$426K 0.01% 692
2025
Q3 		$936K Buy
18,514
+3,886
+27% +$178K 0.01% 814
2025
Q2 		$581K Buy
14,628
+4,856
+50% +$183K ﹤0.01% 926
2025
Q1 		$372K Sell
9,772
-100
-1% -$3.99K ﹤0.01% 978
2024
Q4 		$392K Sell
9,872
-916
-8% -$37.2K ﹤0.01% 900
2024
Q3 		$400K Buy
10,788
+1,184
+12% +$39.7K ﹤0.01% 839
2024
Q2 		$273K Sell
9,604
-1,186
-11% -$33.2K ﹤0.01% 931
2024
Q1 		$291K Sell
10,790
-356
-3% -$8.8K ﹤0.01% 874
2023
Q4 		$263K Sell
11,146
-954
-8% -$19.3K ﹤0.01% 984
2023
Q3 		$227K Buy
12,100
+172
+1% +$3.4K ﹤0.01% 809
2023
Q2 		$260K Buy
+11,928
New +$227K ﹤0.01% 750

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

Sequoia Financial Advisors's MLI Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Mueller Industries (MLI) stake by 17% in Q2 2026, buying an estimated $232K and bringing the position to 24,874 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #752.

Sequoia Financial Advisors first reported a position in MLI in Q2 2023 and has held it in 13 quarters since. 738 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • Sequoia Financial Advisors held 24,874 shares of Mueller Industries worth $1.53M as of Q2 2026.
  • Sequoia Financial Advisors bought 3,542 Mueller Industries shares in Q2 2026, an estimated $232K.
  • Mueller Industries made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #752 holding.
  • Sequoia Financial Advisors first reported a position in Mueller Industries in Q2 2023 and has held it in 13 quarters since.
  • 738 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.