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Summit Financial’s Mueller Industries MLI Stock Holding History

Summit Financial’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 		$2.07M Sell
33,734
-1,332
-4% -$87.3K 0.02% 627
2026
Q1 		$1.94M Buy
+35,066
New +$2.1M 0.02% 582

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

Summit Financial's MLI Position: Q2 2026 in Review

Summit Financial reduced its Mueller Industries (MLI) stake by 3.8% in Q2 2026, selling an estimated $87.3K and leaving 33,734 shares worth $2.07M. The position accounts for 0.02% of the portfolio, ranked #627.

Summit Financial first reported a position in MLI in Q1 2026 and has held it in 2 quarters since. 739 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • Summit Financial held 33,734 shares of Mueller Industries worth $2.07M as of Q2 2026.
  • Summit Financial sold 1,332 Mueller Industries shares in Q2 2026, an estimated $87.3K.
  • Mueller Industries made up 0.02% of Summit Financial's portfolio in Q2 2026, its #627 holding.
  • Summit Financial first reported a position in Mueller Industries in Q1 2026 and has held it in 2 quarters since.
  • 739 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.