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Soltis Investment Advisors’s Mueller Industries MLI Stock Holding History

Soltis Investment 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 		$367K Buy
5,964
+1,540
+35% +$101K 0.02% 427
2026
Q1 		$245K Buy
4,424
+826
+23% +$49.5K 0.02% 492
2025
Q4 		$207K Buy
+3,598
New +$193K 0.01% 502

Other funds holding MLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Soltis Investment Advisors's MLI Position: Q2 2026 in Review

Soltis Investment Advisors increased its Mueller Industries (MLI) stake by 35% in Q2 2026, buying an estimated $101K and bringing the position to 5,964 shares worth $367K. The position accounts for 0.02% of the portfolio, ranked #427.

Soltis Investment Advisors first reported a position in MLI in Q4 2025 and has held it in 3 quarters since. 400 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • Soltis Investment Advisors held 5,964 shares of Mueller Industries worth $367K as of Q2 2026.
  • Soltis Investment Advisors bought 1,540 Mueller Industries shares in Q2 2026, an estimated $101K.
  • Mueller Industries made up 0.02% of Soltis Investment Advisors's portfolio in Q2 2026, its #427 holding.
  • Soltis Investment Advisors first reported a position in Mueller Industries in Q4 2025 and has held it in 3 quarters since.
  • 400 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.