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Center for Financial Planning’s Mueller Industries MLI Stock Holding History

Center for Financial Planning’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
Q3 		– Sell
-72
Closed -$2.86K – 690
2025
Q2 		$2.86K Hold
72
– – ﹤0.01% 542
2025
Q1 		$2.74K Hold
72
– – ﹤0.01% 570
2024
Q4 		$2.86K Buy
+72
New +$2.93K ﹤0.01% 517

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Center for Financial Planning's MLI Position: Q3 2025 in Review

Center for Financial Planning sold out of Mueller Industries (MLI) in Q3 2025, closing a stake of 72 shares — an estimated $2.86K sold.

Center for Financial Planning first reported a position in MLI in Q4 2024 and held it in 3 quarters. The position peaked at $2.86K in Q2 2025. 628 funds tracked by Wall St. Rank hold MLI as of Q3 2025.

  • Center for Financial Planning reported no remaining Mueller Industries position as of Q3 2025 after selling out during the quarter.
  • Center for Financial Planning sold 72 Mueller Industries shares in Q3 2025, an estimated $2.86K.
  • Center for Financial Planning first reported a position in Mueller Industries in Q4 2024 and held it in 3 quarters.
  • Center for Financial Planning's Mueller Industries position peaked at $2.86K in Q2 2025.
  • 628 funds tracked by Wall St. Rank held Mueller Industries as of Q3 2025.

Based on Center for Financial Planning's 13F filing for Q3 2025, filed 6 Nov 2025.