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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
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 $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Summit Trail Advisors's MLI Position: Q1 2026 in Review

Summit Trail Advisors increased its Mueller Industries (MLI) stake by 181% in Q1 2026, buying an estimated $453K and bringing the position to 11,716 shares worth $649K. The position accounts for 0.01% of the portfolio, ranked #1085.

Summit Trail Advisors first reported a position in MLI in Q4 2017 and has held it in 3 quarters since. 722 funds tracked by Wall St. Rank hold MLI as of Q1 2026.

  • Summit Trail Advisors held 11,716 shares of Mueller Industries worth $649K as of Q1 2026.
  • Summit Trail Advisors bought 7,550 Mueller Industries shares in Q1 2026, an estimated $453K.
  • Mueller Industries made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1085 holding.
  • Summit Trail Advisors first reported a position in Mueller Industries in Q4 2017 and has held it in 3 quarters since.
  • 722 funds tracked by Wall St. Rank held Mueller Industries as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.