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Bogart Wealth LLC’s Mueller Industries MLI Stock Holding History

Bogart Wealth LLC’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 		$4.55K Sell
74
-16
-18% -$1.05K ﹤0.01% 1227
2026
Q1 		$4.99K Buy
90
+16
+22% +$959 ﹤0.01% 1066
2025
Q4 		$4.25K Hold
74
– – ﹤0.01% 1039
2025
Q3 		$3.74K Hold
74
– – ﹤0.01% 1032
2025
Q2 		$2.94K Buy
74
+14
+23% +$528 ﹤0.01% 1040
2025
Q1 		$2.28K Sell
60
-56
-48% -$2.24K ﹤0.01% 1043
2024
Q4 		$4.6K Buy
+116
New +$4.71K ﹤0.01% 904

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

Bogart Wealth LLC's MLI Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Mueller Industries (MLI) stake by 18% in Q2 2026, selling an estimated $1.05K and leaving 74 shares worth $4.55K. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

Bogart Wealth LLC first reported a position in MLI in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.99K in Q1 2026. 738 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • Bogart Wealth LLC held 74 shares of Mueller Industries worth $4.55K as of Q2 2026.
  • Bogart Wealth LLC sold 16 Mueller Industries shares in Q2 2026, an estimated $1.05K.
  • Mueller Industries made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1227 holding.
  • Bogart Wealth LLC first reported a position in Mueller Industries in Q4 2024 and has held it in 7 quarters since.
  • Bogart Wealth LLC's Mueller Industries position peaked at $4.99K in Q1 2026.
  • 738 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.