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Westover Capital Advisors’s Mueller Industries MLI Stock Holding History

Westover Capital 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 		$1.74M Sell
28,358
-868
-3% -$56.9K 0.29% 71
2026
Q1 		$1.62M Sell
29,226
-802
-3% -$48.1K 0.3% 71
2025
Q4 		$1.72M Sell
30,028
-296
-1% -$15.9K 0.31% 67
2025
Q3 		$1.53M Sell
30,324
-2,096
-6% -$96.2K 0.28% 70
2025
Q2 		$1.29M Sell
32,420
-3,610
-10% -$136K 0.26% 80
2025
Q1 		$1.37M Sell
36,030
-3,314
-8% -$132K 0.3% 74
2024
Q4 		$1.56M Sell
39,344
-2,410
-6% -$98K 0.34% 70
2024
Q3 		$1.55M Sell
41,754
-1,442
-3% -$48.3K 0.3% 78
2024
Q2 		$1.23M Sell
43,196
-4,936
-10% -$138K 0.32% 81
2024
Q1 		$1.3M Sell
48,132
-1,720
-3% -$42.5K 0.38% 69
2023
Q4 		$1.18M Sell
49,852
-956
-2% -$19.3K 0.38% 65
2023
Q3 		$955K Buy
50,808
+780
+2% +$15.4K 0.35% 70
2023
Q2 		$1.09M Buy
50,028
+7,076
+16% +$135K 0.38% 64
2023
Q1 		$789K Sell
42,952
-3,380
-7% -$59K 0.29% 78
2022
Q4 		$683K Buy
+46,332
New +$739K 0.27% 80

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

Westover Capital Advisors's MLI Position: Q2 2026 in Review

Westover Capital Advisors reduced its Mueller Industries (MLI) stake by 3% in Q2 2026, selling an estimated $56.9K and leaving 28,358 shares worth $1.74M. The position accounts for 0.29% of the portfolio, ranked #71.

Westover Capital Advisors first reported a position in MLI in Q4 2022 and has held it in 15 quarters since. 738 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • Westover Capital Advisors held 28,358 shares of Mueller Industries worth $1.74M as of Q2 2026.
  • Westover Capital Advisors sold 868 Mueller Industries shares in Q2 2026, an estimated $56.9K.
  • Mueller Industries made up 0.29% of Westover Capital Advisors's portfolio in Q2 2026, its #71 holding.
  • Westover Capital Advisors first reported a position in Mueller Industries in Q4 2022 and has held it in 15 quarters since.
  • 738 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.