COMPASS FINANCIAL MANAGEMENT LLC’s Mueller Industries MLI Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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	$123K	Buy	+2,000	New	+$131K	0.01%	520

Other funds holding MLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's MLI Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Mueller Industries (MLI) in Q2 2026: 2,000 shares worth $123K. The stake represents 0.01% of the portfolio and ranks #520 among its holdings.

568 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 2,000 shares of Mueller Industries worth $123K as of Q2 2026.
Mueller Industries was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Mueller Industries made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #520 holding.
568 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.