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Avantax Advisory Services’s Mueller Industries MLI Stock Holding History

Avantax Advisory Services’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 		$835K Buy
21,004
+3,148
+18% +$119K ﹤0.01% 1275
2025
Q1 		$680K Sell
17,856
-3,268
-15% -$130K ﹤0.01% 1322
2024
Q4 		$838K Buy
21,124
+2,414
+13% +$98.1K 0.01% 1126
2024
Q3 		$693K Buy
18,710
+336
+2% +$11.3K ﹤0.01% 1213
2024
Q2 		$523K Buy
18,374
+858
+5% +$24K ﹤0.01% 1335
2024
Q1 		$472K Buy
17,516
+3,136
+22% +$77.5K ﹤0.01% 1065
2023
Q4 		$339K Buy
14,380
+1,676
+13% +$33.8K ﹤0.01% 1176
2023
Q3 		$239K Buy
12,704
+264
+2% +$5.23K ﹤0.01% 1324
2023
Q2 		$271K Sell
12,440
-888
-7% -$16.9K ﹤0.01% 1238
2023
Q1 		$245K Buy
+13,328
New +$233K ﹤0.01% 1260

Other funds holding MLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantax Advisory Services's MLI Position: Q2 2025 in Review

Avantax Advisory Services increased its Mueller Industries (MLI) stake by 18% in Q2 2025, buying an estimated $119K and bringing the position to 21,004 shares worth $835K. The position accounts for ﹤0.01% of the portfolio, ranked #1275.

Avantax Advisory Services first reported a position in MLI in Q1 2023 and has held it in 10 quarters since. The position peaked at $838K in Q4 2024. 569 funds tracked by Wall St. Rank hold MLI as of Q2 2025.

  • Avantax Advisory Services held 21,004 shares of Mueller Industries worth $835K as of Q2 2025.
  • Avantax Advisory Services bought 3,148 Mueller Industries shares in Q2 2025, an estimated $119K.
  • Mueller Industries made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1275 holding.
  • Avantax Advisory Services first reported a position in Mueller Industries in Q1 2023 and has held it in 10 quarters since.
  • Avantax Advisory Services's Mueller Industries position peaked at $838K in Q4 2024.
  • 569 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.