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Valeo Financial Advisors’s Mueller Industries MLI Stock Holding History

Valeo 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
Q1 		– Sell
-4,188
Closed -$240K – 848
2025
Q4 		$240K Sell
4,188
-324
-7% -$17.4K 0.01% 696
2025
Q3 		$228K Buy
+4,512
New +$207K 0.01% 717
2025
Q1 		– Sell
-5,170
Closed -$205K – 738
2024
Q4 		$205K Buy
+5,170
New +$210K 0.01% 661

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Valeo Financial Advisors's MLI Position: Q1 2026 in Review

Valeo Financial Advisors sold out of Mueller Industries (MLI) in Q1 2026, closing a stake of 4,188 shares — an estimated $240K sold.

Valeo Financial Advisors first reported a position in MLI in Q4 2024 and held it in 3 quarters. The position peaked at $240K in Q4 2025. 727 funds tracked by Wall St. Rank hold MLI as of Q1 2026.

  • Valeo Financial Advisors reported no remaining Mueller Industries position as of Q1 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 4,188 Mueller Industries shares in Q1 2026, an estimated $240K.
  • Valeo Financial Advisors first reported a position in Mueller Industries in Q4 2024 and held it in 3 quarters.
  • Valeo Financial Advisors's Mueller Industries position peaked at $240K in Q4 2025.
  • 727 funds tracked by Wall St. Rank held Mueller Industries as of Q1 2026.

Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.