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WoodTrust Financial’s Mueller Industries MLI Stock Holding History

WoodTrust Financial’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 		$382K Hold
6,212
– – 0.05% 135
2026
Q1 		$344K Hold
6,212
– – 0.04% 131
2025
Q4 		$357K Hold
6,212
– – 0.04% 141
2025
Q3 		$314K Hold
6,212
– – 0.04% 145
2025
Q2 		$247K Hold
6,212
– – 0.03% 139
2025
Q1 		$236K Hold
6,212
– – 0.03% 152
2024
Q4 		$246K Hold
6,212
– – 0.03% 156
2024
Q3 		$230K Buy
+6,212
New +$208K 0.03% 172

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

WoodTrust Financial's MLI Position: Q2 2026 in Review

WoodTrust Financial held its Mueller Industries (MLI) position steady in Q2 2026 at 6,212 shares worth $382K. The position accounts for 0.05% of the portfolio, ranked #135.

WoodTrust Financial first reported a position in MLI in Q3 2024 and has held it in 8 quarters since. 739 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • WoodTrust Financial held 6,212 shares of Mueller Industries worth $382K as of Q2 2026.
  • WoodTrust Financial left its Mueller Industries share count unchanged in Q2 2026.
  • Mueller Industries made up 0.05% of WoodTrust Financial's portfolio in Q2 2026, its #135 holding.
  • WoodTrust Financial first reported a position in Mueller Industries in Q3 2024 and has held it in 8 quarters since.
  • 739 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on WoodTrust Financial's 13F filing for Q2 2026, filed 27 Jul 2026.