Worth Financial Advisory Group’s Mueller Industries MLI Stock Holding History

Worth Financial Advisory Group’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	$261K	Buy	+4,250	New	+$279K	0.11%	167
2026 Q1	–	Sell	-4,300	Closed	-$247K	–	133
2025 Q4	$247K	Sell	4,300 -80	-2%	-$4.3K	0.12%	160
2025 Q3	$221K	Buy	+4,380	New	+$201K	0.12%	139
2024 Q4	–	Sell	-5,960	Closed	-$221K	–	161
2024 Q3	$221K	Sell	5,960 -1,640	-22%	-$54.9K	0.13%	154
2024 Q2	$216K	Sell	7,600 -150	-2%	-$4.2K	0.14%	138
2024 Q1	$209K	Buy	+7,750	New	+$192K	0.14%	132

Other funds holding MLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Worth Financial Advisory Group's MLI Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in Mueller Industries (MLI) in Q2 2026: 4,250 shares worth $261K. The stake represents 0.11% of the portfolio and ranks #167 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in MLI as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in MLI in Q1 2024 and has held it in 6 quarters since. 738 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

Worth Financial Advisory Group held 4,250 shares of Mueller Industries worth $261K as of Q2 2026.
Mueller Industries was a new Worth Financial Advisory Group position in Q2 2026.
Mueller Industries made up 0.11% of Worth Financial Advisory Group's portfolio in Q2 2026, its #167 holding.
Worth Financial Advisory Group first reported a position in Mueller Industries in Q1 2024 and has held it in 6 quarters since.
738 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.