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Sierra Summit Advisors’s Mueller Industries MLI Stock Holding History

Sierra Summit 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
Q1 		– Sell
-17,254
Closed -$990K – 210
2025
Q4 		$990K Buy
+17,254
New +$928K 0.15% 84
2024
Q2 		– Sell
-22,452
Closed -$605K – 151
2024
Q1 		$605K Buy
+22,452
New +$555K 0.16% 71

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Sierra Summit Advisors's MLI Position: Q1 2026 in Review

Sierra Summit Advisors sold out of Mueller Industries (MLI) in Q1 2026, closing a stake of 17,254 shares — an estimated $990K sold.

Sierra Summit Advisors first reported a position in MLI in Q1 2024 and held it in 2 quarters. The position peaked at $990K in Q4 2025. 727 funds tracked by Wall St. Rank hold MLI as of Q1 2026.

  • Sierra Summit Advisors reported no remaining Mueller Industries position as of Q1 2026 after selling out during the quarter.
  • Sierra Summit Advisors sold 17,254 Mueller Industries shares in Q1 2026, an estimated $990K.
  • Sierra Summit Advisors first reported a position in Mueller Industries in Q1 2024 and held it in 2 quarters.
  • Sierra Summit Advisors's Mueller Industries position peaked at $990K in Q4 2025.
  • 727 funds tracked by Wall St. Rank held Mueller Industries as of Q1 2026.

Based on Sierra Summit Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.