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Summit Global Investments’s Mueller Industries MLI Stock Holding History

Summit Global Investments’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 		$1.24M Sell
20,200
-904
-4% -$59.3K 0.07% 155
2026
Q1 		$1.17M Sell
21,104
-2,704
-11% -$162K 0.07% 159
2025
Q4 		$1.37M Sell
23,808
-4,998
-17% -$269K 0.08% 135
2025
Q3 		$1.46M Sell
28,806
-988
-3% -$45.3K 0.09% 123
2025
Q2 		$1.18M Buy
29,794
+134
+0.5% +$5.06K 0.07% 162
2025
Q1 		$1.13M Buy
29,660
+11,740
+66% +$469K 0.08% 154
2024
Q4 		$711K Sell
17,920
-7,330
-29% -$298K 0.04% 284
2024
Q3 		$936K Sell
25,250
-438
-2% -$14.7K 0.06% 249
2024
Q2 		$731K Buy
25,688
+408
+2% +$11.4K 0.05% 290
2024
Q1 		$682K Sell
25,280
-21,900
-46% -$541K 0.05% 276
2023
Q4 		$1.11M Sell
47,180
-26,660
-36% -$538K 0.07% 217
2023
Q3 		$1.39M Buy
73,840
+1,752
+2% +$34.7K 0.09% 163
2023
Q2 		$1.57M Buy
72,088
+18,880
+35% +$359K 0.1% 156
2023
Q1 		$977K Sell
53,208
-13,036
-20% -$228K 0.08% 249
2022
Q4 		$977K Sell
66,244
-68
-0.1% -$1.08K 0.08% 197
2022
Q3 		$985K Buy
66,312
+300
+0.5% +$4.66K 0.09% 199
2022
Q2 		$879K Buy
66,012
+1,212
+2% +$16.4K 0.08% 235
2022
Q1 		$878K Sell
64,800
-2,000
-3% -$28.3K 0.06% 255
2021
Q4 		$991K Sell
66,800
-19,600
-23% -$265K 0.06% 241
2021
Q3 		$888K Buy
86,400
+20,400
+31% +$218K 0.07% 225
2021
Q2 		$715K Buy
66,000
+11,600
+21% +$131K 0.04% 283
2021
Q1 		$562K Buy
+54,400
New +$535K 0.04% 319

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 Global Investments's MLI Position: Q2 2026 in Review

Summit Global Investments reduced its Mueller Industries (MLI) stake by 4.3% in Q2 2026, selling an estimated $59.3K and leaving 20,200 shares worth $1.24M. The position accounts for 0.07% of the portfolio, ranked #155.

Summit Global Investments first reported a position in MLI in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.57M in Q2 2023. 738 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • Summit Global Investments held 20,200 shares of Mueller Industries worth $1.24M as of Q2 2026.
  • Summit Global Investments sold 904 Mueller Industries shares in Q2 2026, an estimated $59.3K.
  • Mueller Industries made up 0.07% of Summit Global Investments's portfolio in Q2 2026, its #155 holding.
  • Summit Global Investments first reported a position in Mueller Industries in Q1 2021 and has held it in 22 quarters since.
  • Summit Global Investments's Mueller Industries position peaked at $1.57M in Q2 2023.
  • 738 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.