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Wealthspire Advisors (New York)’s Mueller Industries MLI Stock Holding History

Wealthspire Advisors (New York)’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 		$447K Buy
+7,268
New +$477K ﹤0.01% 842
2025
Q4 		– Sell
-626
Closed -$31.6K – 2156
2025
Q3 		$31.6K Buy
+626
New +$28.7K ﹤0.01% 1428

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Wealthspire Advisors (New York)'s MLI Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Mueller Industries (MLI) in Q2 2026: 7,268 shares worth $447K. The stake represents ﹤0.01% of the portfolio and ranks #842 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in MLI as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in MLI in Q3 2025 and has held it in 2 quarters since. 466 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • Wealthspire Advisors (New York) held 7,268 shares of Mueller Industries worth $447K as of Q2 2026.
  • Mueller Industries was a new Wealthspire Advisors (New York) position in Q2 2026.
  • Mueller Industries made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #842 holding.
  • Wealthspire Advisors (New York) first reported a position in Mueller Industries in Q3 2025 and has held it in 2 quarters since.
  • 466 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.