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Capital A Wealth Management’s Mueller Industries MLI Stock Holding History

Capital A Wealth Management’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
-3,282
Closed -$125K – 691
2025
Q1 		$125K Buy
3,282
+3,280
+164,000% +$131K 0.13% 96
2024
Q4 		$79 Buy
+2
New +$81 ﹤0.01% 785

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 $140B AUM 27.84% 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 $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

Capital A Wealth Management's MLI Position: Q2 2025 in Review

Capital A Wealth Management sold out of Mueller Industries (MLI) in Q2 2025, closing a stake of 3,282 shares — an estimated $125K sold.

Capital A Wealth Management first reported a position in MLI in Q4 2024 and held it in 2 quarters. The position peaked at $125K in Q1 2025. 569 funds tracked by Wall St. Rank hold MLI as of Q2 2025.

  • Capital A Wealth Management reported no remaining Mueller Industries position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 3,282 Mueller Industries shares in Q2 2025, an estimated $125K.
  • Capital A Wealth Management first reported a position in Mueller Industries in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Mueller Industries position peaked at $125K in Q1 2025.
  • 569 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.