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Waddell & Associates’s Mueller Industries MLI Stock Holding History

Waddell & Associates’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 		$999K Sell
16,248
-476
-3% -$31.2K 0.05% 136
2026
Q1 		$927K Buy
16,724
+5,496
+49% +$330K 0.05% 120
2025
Q4 		$644K Buy
11,228
+6,274
+127% +$337K 0.04% 127
2025
Q3 		$250K Buy
+4,954
New +$227K 0.02% 254

Other funds holding MLI

VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Waddell & Associates's MLI Position: Q2 2026 in Review

Waddell & Associates reduced its Mueller Industries (MLI) stake by 2.8% in Q2 2026, selling an estimated $31.2K and leaving 16,248 shares worth $999K. The position accounts for 0.05% of the portfolio, ranked #136.

Waddell & Associates first reported a position in MLI in Q3 2025 and has held it in 4 quarters since. 191 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • Waddell & Associates held 16,248 shares of Mueller Industries worth $999K as of Q2 2026.
  • Waddell & Associates sold 476 Mueller Industries shares in Q2 2026, an estimated $31.2K.
  • Mueller Industries made up 0.05% of Waddell & Associates's portfolio in Q2 2026, its #136 holding.
  • Waddell & Associates first reported a position in Mueller Industries in Q3 2025 and has held it in 4 quarters since.
  • 191 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.