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Steward Partners Investment Advisory’s Mueller Industries MLI Stock Holding History

Steward Partners Investment Advisory’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 		$1.75M Buy
28,494
+21,646
+316% +$1.42M 0.01% 986
2026
Q1 		$379K Sell
6,848
-130
-2% -$7.79K ﹤0.01% 1668
2025
Q4 		$401K Buy
6,978
+1,720
+33% +$92.5K ﹤0.01% 1550
2025
Q3 		$266K Buy
5,258
+3,258
+163% +$150K ﹤0.01% 1718
2025
Q2 		$79.5K Buy
+2,000
New +$75.5K ﹤0.01% 2240
2025
Q1 		– Sell
-2,662
Closed -$106K – 4103
2024
Q4 		$106K Buy
2,662
+36
+1% +$1.46K ﹤0.01% 1948
2024
Q3 		$97.3K Buy
2,626
+260
+11% +$8.71K ﹤0.01% 1886
2024
Q2 		$67.4K Buy
2,366
+312
+15% +$8.74K ﹤0.01% 1956
2024
Q1 		$55.4K Buy
+2,054
New +$50.8K ﹤0.01% 2057
2023
Q4 		– Sell
-1,400
Closed -$26.3K – 3533
2023
Q3 		$26.3K Buy
+1,400
New +$27.7K ﹤0.01% 2178
2020
Q1 		– Sell
-352
Closed -$2K – 2619
2019
Q4 		$2K Hold
352
– – ﹤0.01% 2438
2019
Q3 		$2K Buy
+352
New +$2.47K ﹤0.01% 2441

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 $3.38T AUM 44.17% 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

Steward Partners Investment Advisory's MLI Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Mueller Industries (MLI) stake by 316% in Q2 2026, buying an estimated $1.42M and bringing the position to 28,494 shares worth $1.75M. The position accounts for 0.01% of the portfolio, ranked #986.

Steward Partners Investment Advisory first reported a position in MLI in Q3 2019 and has held it in 12 quarters since. 743 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • Steward Partners Investment Advisory held 28,494 shares of Mueller Industries worth $1.75M as of Q2 2026.
  • Steward Partners Investment Advisory bought 21,646 Mueller Industries shares in Q2 2026, an estimated $1.42M.
  • Mueller Industries made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #986 holding.
  • Steward Partners Investment Advisory first reported a position in Mueller Industries in Q3 2019 and has held it in 12 quarters since.
  • 743 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.