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Valued Wealth Advisors’s Mueller Industries MLI Stock Holding History

Valued Wealth 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 		$6.89K Buy
112
+46
+70% +$3.02K ﹤0.01% 380
2026
Q1 		$3.66K Buy
66
+58
+725% +$3.48K ﹤0.01% 449
2025
Q4 		$465 Hold
8
– – ﹤0.01% 541
2025
Q3 		$409 Hold
8
– – ﹤0.01% 537
2025
Q2 		$320 Hold
8
– – ﹤0.01% 551
2025
Q1 		$306 Hold
8
– – ﹤0.01% 585
2024
Q4 		$318 Hold
8
– – ﹤0.01% 586
2024
Q3 		$297 Hold
8
– – ﹤0.01% 571
2024
Q2 		$228 Buy
+8
New +$224 ﹤0.01% 553

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

Valued Wealth Advisors's MLI Position: Q2 2026 in Review

Valued Wealth Advisors increased its Mueller Industries (MLI) stake by 70% in Q2 2026, buying an estimated $3.02K and bringing the position to 112 shares worth $6.89K. The position accounts for ﹤0.01% of the portfolio, ranked #380.

Valued Wealth Advisors first reported a position in MLI in Q2 2024 and has held it in 9 quarters since. 738 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • Valued Wealth Advisors held 112 shares of Mueller Industries worth $6.89K as of Q2 2026.
  • Valued Wealth Advisors bought 46 Mueller Industries shares in Q2 2026, an estimated $3.02K.
  • Mueller Industries made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #380 holding.
  • Valued Wealth Advisors first reported a position in Mueller Industries in Q2 2024 and has held it in 9 quarters since.
  • 738 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.