Compass Financial Management’s Mueller Industries MLI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$121K Hold
2,000
– – 0.01% 560
2026
Q2
$123K Buy
+2,000
New +$131K 0.01% 520

Other funds holding MLI

Compass Financial Management's MLI Position: Q3 2026 in Review

Compass Financial Management held its Mueller Industries (MLI) position steady in Q3 2026 at 2,000 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #560.

Compass Financial Management first reported a position in MLI in Q2 2026 and has held it in 2 quarters since. The position peaked at $123K in Q2 2026. 637 funds tracked by Wall St. Rank hold MLI as of Q3 2026.

  • Compass Financial Management held 2,000 shares of Mueller Industries worth $121K as of Q3 2026.
  • Compass Financial Management left its Mueller Industries share count unchanged in Q3 2026.
  • Mueller Industries made up 0.01% of Compass Financial Management's portfolio in Q3 2026, its #560 holding.
  • Compass Financial Management first reported a position in Mueller Industries in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's Mueller Industries position peaked at $123K in Q2 2026.
  • 637 funds tracked by Wall St. Rank held Mueller Industries as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.