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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
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 $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Waverly Advisors's MLI Position: Q1 2026 in Review

Waverly Advisors increased its Mueller Industries (MLI) stake by 27% in Q1 2026, buying an estimated $154K and bringing the position to 12,208 shares worth $676K. The position accounts for 0.01% of the portfolio, ranked #949.

Waverly Advisors first reported a position in MLI in Q3 2025 and has held it in 3 quarters since. 722 funds tracked by Wall St. Rank hold MLI as of Q1 2026.

  • Waverly Advisors held 12,208 shares of Mueller Industries worth $676K as of Q1 2026.
  • Waverly Advisors bought 2,568 Mueller Industries shares in Q1 2026, an estimated $154K.
  • Mueller Industries made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #949 holding.
  • Waverly Advisors first reported a position in Mueller Industries in Q3 2025 and has held it in 3 quarters since.
  • 722 funds tracked by Wall St. Rank held Mueller Industries as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.