Compass Financial Management’s Mueller Industries MLI Stock Holding History

Compass Financial 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
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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Compass Financial Management's MLI Position: Q2 2026 in Review

Compass Financial Management 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.

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

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

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.