Tortoise Investment Management’s Mueller Industries MLI Stock Holding History

Tortoise Investment Management’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	$428K	Buy	6,956 +2	+0%	+$131	0.03%	188
2026 Q1	$385K	Buy	6,954 +10	+0.1%	+$600	0.03%	182
2025 Q4	$399K	Sell	6,944 -336	-5%	-$18.1K	0.04%	178
2025 Q3	$368K	Buy	7,280 +4	+0.1%	+$184	0.03%	178
2025 Q2	$289K	Hold	7,276	–	–	0.03%	184
2025 Q1	$277K	Hold	7,276	–	–	0.03%	175
2024 Q4	$289K	Hold	7,276	–	–	0.03%	189
2024 Q3	$270K	Hold	7,276	–	–	0.03%	196
2024 Q2	$207K	Hold	7,276	–	–	0.02%	200
2024 Q1	$196K	Hold	7,276	–	–	0.02%	211
2023 Q4	$172K	Hold	7,276	–	–	0.02%	224
2023 Q3	$137K	Hold	7,276	–	–	0.02%	241
2023 Q2	$159K	Hold	7,276	–	–	0.02%	220
2023 Q1	$134K	Hold	7,276	–	–	0.02%	231
2022 Q4	$107K	Hold	7,276	–	–	0.02%	259
2022 Q3	$108K	Hold	7,276	–	–	0.02%	243
2022 Q2	$97K	Hold	7,276	–	–	0.02%	230
2022 Q1	$99K	Hold	7,276	–	–	0.02%	231
2021 Q4	$108K	Hold	7,276	–	–	0.02%	211
2021 Q3	$75K	Hold	7,276	–	–	0.02%	230
2021 Q2	$79K	Hold	7,276	–	–	0.02%	215
2021 Q1	$75K	Hold	7,276	–	–	0.02%	223
2020 Q4	$64K	Hold	7,276	–	–	0.01%	219
2020 Q3	$49K	Hold	7,276	–	–	0.01%	231
2020 Q2	$48K	Hold	7,276	–	–	0.01%	226
2020 Q1	$44K	Hold	7,276	–	–	0.01%	230
2019 Q4	$58K	Hold	7,276	–	–	0.01%	234
2019 Q3	$52K	Hold	7,276	–	–	0.01%	237
2019 Q2	$53K	Hold	7,276	–	–	0.01%	250
2019 Q1	$57K	Hold	7,276	–	–	0.01%	232
2018 Q4	$42K	Hold	7,276	–	–	0.01%	250
2018 Q3	$53K	Hold	7,276	–	–	0.01%	235
2018 Q2	$54K	Hold	7,276	–	–	0.01%	239
2018 Q1	$48K	Hold	7,276	–	–	0.01%	247
2017 Q4	$64K	Sell	7,276 -428	-6%	-$3.74K	0.02%	216
2017 Q3	$67K	Hold	7,704	–	–	0.02%	204
2017 Q2	$59K	Hold	7,704	–	–	0.02%	195
2017 Q1	$66K	Hold	7,704	–	–	0.02%	179
2016 Q4	$77K	Hold	7,704	–	–	0.03%	166
2016 Q3	$62K	Hold	7,704	–	–	0.02%	174
2016 Q2	$61K	Hold	7,704	–	–	0.02%	178
2016 Q1	$57K	Hold	7,704	–	–	0.02%	182
2015 Q4	$52K	Hold	7,704	–	–	0.02%	207
2015 Q3	$57K	Sell	7,704 -3,060	-28%	-$24.4K	0.02%	191
2015 Q2	$93K	Hold	10,764	–	–	0.03%	164
2015 Q1	$97K	Hold	10,764	–	–	0.04%	160
2014 Q4	$92K	Buy	+10,764	New	+$85.3K	0.04%	166

Other funds holding MLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tortoise Investment Management's MLI Position: Q2 2026 in Review

Tortoise Investment Management increased its Mueller Industries (MLI) stake by 0.03% in Q2 2026, buying an estimated $131 and bringing the position to 6,956 shares worth $428K. The position accounts for 0.03% of the portfolio, ranked #188.

Tortoise Investment Management first reported a position in MLI in Q4 2014 and has held it in 47 quarters since. 400 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

Tortoise Investment Management held 6,956 shares of Mueller Industries worth $428K as of Q2 2026.
Tortoise Investment Management bought 2 Mueller Industries shares in Q2 2026, an estimated $131.
Mueller Industries made up 0.03% of Tortoise Investment Management's portfolio in Q2 2026, its #188 holding.
Tortoise Investment Management first reported a position in Mueller Industries in Q4 2014 and has held it in 47 quarters since.
400 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.