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Atria Wealth Solutions’s Mueller Industries MLI Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-8,804
Closed -$335K – 1736
2025
Q1 		$335K Buy
+8,804
New +$352K ﹤0.01% 1405
2024
Q4 		– Sell
-8,400
Closed -$311K – 2052
2024
Q3 		$311K Sell
8,400
-1,400
-14% -$46.9K ﹤0.01% 1488
2024
Q2 		$279K Sell
9,800
-2,752
-22% -$77.1K ﹤0.01% 1553
2024
Q1 		$340K Sell
12,552
-1,416
-10% -$35K ﹤0.01% 1475
2023
Q4 		$329K Sell
13,968
-108
-0.8% -$2.18K ﹤0.01% 1430
2023
Q3 		$264K Buy
14,076
+472
+3% +$9.34K ﹤0.01% 1493
2023
Q2 		$297K Sell
13,604
-2,560
-16% -$48.7K ﹤0.01% 1449
2023
Q1 		$297K Sell
16,164
-1,436
-8% -$25.1K ﹤0.01% 1426
2022
Q4 		$260K Sell
17,600
-1,200
-6% -$19.1K ﹤0.01% 1441
2022
Q3 		$279K Sell
18,800
-9,200
-33% -$143K ﹤0.01% 1344
2022
Q2 		$373K Hold
28,000
– – 0.01% 1108
2022
Q1 		$381K Buy
+28,000
New +$396K 0.01% 1201

Other funds holding MLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
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
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atria Wealth Solutions's MLI Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Mueller Industries (MLI) in Q2 2025, closing a stake of 8,804 shares — an estimated $335K sold.

Atria Wealth Solutions first reported a position in MLI in Q1 2022 and held it in 12 quarters. The position peaked at $381K in Q1 2022. 569 funds tracked by Wall St. Rank hold MLI as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Mueller Industries position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 8,804 Mueller Industries shares in Q2 2025, an estimated $335K.
  • Atria Wealth Solutions first reported a position in Mueller Industries in Q1 2022 and held it in 12 quarters.
  • Atria Wealth Solutions's Mueller Industries position peaked at $381K in Q1 2022.
  • 569 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.