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United Capital Financial Advisors’s Mueller Industries MLI Stock Holding History

United Capital Financial 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 		$800K Buy
13,020
+896
+7% +$58.7K ﹤0.01% 895
2026
Q1 		$672K Buy
12,124
+6,996
+136% +$419K ﹤0.01% 926
2025
Q4 		$294K Buy
5,128
+674
+15% +$36.2K ﹤0.01% 1176
2025
Q3 		$225K Buy
+4,454
New +$204K ﹤0.01% 1117

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

United Capital Financial Advisors's MLI Position: Q2 2026 in Review

United Capital Financial Advisors increased its Mueller Industries (MLI) stake by 7.4% in Q2 2026, buying an estimated $58.7K and bringing the position to 13,020 shares worth $800K. The position accounts for ﹤0.01% of the portfolio, ranked #895.

United Capital Financial Advisors first reported a position in MLI in Q3 2025 and has held it in 4 quarters since. 738 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • United Capital Financial Advisors held 13,020 shares of Mueller Industries worth $800K as of Q2 2026.
  • United Capital Financial Advisors bought 896 Mueller Industries shares in Q2 2026, an estimated $58.7K.
  • Mueller Industries made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #895 holding.
  • United Capital Financial Advisors first reported a position in Mueller Industries in Q3 2025 and has held it in 4 quarters since.
  • 738 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.