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SkyOak Wealth’s Mueller Industries MLI Stock Holding History

SkyOak Wealth’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 		$305K Sell
4,958
-484
-9% -$31.7K 0.05% 181
2026
Q1 		$301K Sell
5,442
-1,332
-20% -$79.9K 0.06% 179
2025
Q4 		$389K Sell
6,774
-282
-4% -$15.2K 0.07% 150
2025
Q3 		$357K Sell
7,056
-242
-3% -$11.1K 0.07% 165
2025
Q2 		$290K Buy
7,298
+148
+2% +$5.58K 0.06% 180
2025
Q1 		$272K Sell
7,150
-2,612
-27% -$104K 0.06% 183
2024
Q4 		$387K Sell
9,762
-1,012
-9% -$41.1K 0.08% 140
2024
Q3 		$399K Sell
10,774
-1,294
-11% -$43.3K 0.09% 132
2024
Q2 		$344K Sell
12,068
-1,418
-11% -$39.7K 0.08% 151
2024
Q1 		$364K Buy
+13,486
New +$333K 0.09% 157
2023
Q2 		– Sell
-14,124
Closed -$259K – 259
2023
Q1 		$259K Buy
+14,124
New +$247K 0.08% 182
2022
Q4 		– Sell
-14,944
Closed -$222K – 239
2022
Q3 		$222K Buy
+14,944
New +$232K 0.08% 186
2022
Q2 		– Sell
-16,220
Closed -$220K – 241
2022
Q1 		$220K Sell
16,220
-1,176
-7% -$16.6K 0.06% 209
2021
Q4 		$258K Buy
+17,396
New +$235K 0.07% 194

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

SkyOak Wealth's MLI Position: Q2 2026 in Review

SkyOak Wealth reduced its Mueller Industries (MLI) stake by 8.9% in Q2 2026, selling an estimated $31.7K and leaving 4,958 shares worth $305K. The position accounts for 0.05% of the portfolio, ranked #181.

SkyOak Wealth first reported a position in MLI in Q4 2021 and has held it in 14 quarters since. The position peaked at $399K in Q3 2024. 738 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • SkyOak Wealth held 4,958 shares of Mueller Industries worth $305K as of Q2 2026.
  • SkyOak Wealth sold 484 Mueller Industries shares in Q2 2026, an estimated $31.7K.
  • Mueller Industries made up 0.05% of SkyOak Wealth's portfolio in Q2 2026, its #181 holding.
  • SkyOak Wealth first reported a position in Mueller Industries in Q4 2021 and has held it in 14 quarters since.
  • SkyOak Wealth's Mueller Industries position peaked at $399K in Q3 2024.
  • 738 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.