STA
MLI icon

Summit Trail Advisors’s Mueller Industries MLI Stock Holding History

Summit Trail 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 		$1.03M Buy
16,748
+5,032
+43% +$330K 0.01% 984
2026
Q1 		$649K Buy
11,716
+7,550
+181% +$453K 0.01% 1085
2025
Q4 		$239K Buy
+4,166
New +$224K ﹤0.01% 1245
2018
Q1 		– Sell
-28
Closed – – 1187
2017
Q4 		$0 Buy
+28
New +$245 ﹤0.01% 2051

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 Trail Advisors's MLI Position: Q2 2026 in Review

Summit Trail Advisors increased its Mueller Industries (MLI) stake by 43% in Q2 2026, buying an estimated $330K and bringing the position to 16,748 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #984.

Summit Trail Advisors first reported a position in MLI in Q4 2017 and has held it in 4 quarters since. 742 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • Summit Trail Advisors held 16,748 shares of Mueller Industries worth $1.03M as of Q2 2026.
  • Summit Trail Advisors bought 5,032 Mueller Industries shares in Q2 2026, an estimated $330K.
  • Mueller Industries made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #984 holding.
  • Summit Trail Advisors first reported a position in Mueller Industries in Q4 2017 and has held it in 4 quarters since.
  • 742 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.