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Waverly Advisors’s Mueller Industries MLI Stock Holding History

Waverly 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 		$869K Buy
14,132
+1,924
+16% +$126K 0.01% 945
2026
Q1 		$676K Buy
12,208
+2,568
+27% +$154K 0.01% 949
2025
Q4 		$553K Buy
9,640
+4,470
+86% +$240K ﹤0.01% 971
2025
Q3 		$261K Buy
+5,170
New +$237K ﹤0.01% 1099

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 $3.38T AUM 44.17% 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

Waverly Advisors's MLI Position: Q2 2026 in Review

Waverly Advisors increased its Mueller Industries (MLI) stake by 16% in Q2 2026, buying an estimated $126K and bringing the position to 14,132 shares worth $869K. The position accounts for 0.01% of the portfolio, ranked #945.

Waverly Advisors first reported a position in MLI in Q3 2025 and has held it in 4 quarters since. 743 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • Waverly Advisors held 14,132 shares of Mueller Industries worth $869K as of Q2 2026.
  • Waverly Advisors bought 1,924 Mueller Industries shares in Q2 2026, an estimated $126K.
  • Mueller Industries made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #945 holding.
  • Waverly Advisors first reported a position in Mueller Industries in Q3 2025 and has held it in 4 quarters since.
  • 743 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.