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Concord Wealth Partners’s Mueller Industries MLI Stock Holding History

Concord Wealth Partners’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
Q1 		– Sell
-44
Closed -$1.75K – 904
2024
Q4 		$1.75K Hold
44
– – ﹤0.01% 724
2024
Q3 		$1.63K Buy
+44
New +$1.47K ﹤0.01% 764

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Dimensional Fund Advisors
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
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GI
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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Concord Wealth Partners's MLI Position: Q1 2025 in Review

Concord Wealth Partners sold out of Mueller Industries (MLI) in Q1 2025, closing a stake of 44 shares — an estimated $1.75K sold.

Concord Wealth Partners first reported a position in MLI in Q3 2024 and held it in 2 quarters. The position peaked at $1.75K in Q4 2024. 533 funds tracked by Wall St. Rank hold MLI as of Q1 2025.

  • Concord Wealth Partners reported no remaining Mueller Industries position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 44 Mueller Industries shares in Q1 2025, an estimated $1.75K.
  • Concord Wealth Partners first reported a position in Mueller Industries in Q3 2024 and held it in 2 quarters.
  • Concord Wealth Partners's Mueller Industries position peaked at $1.75K in Q4 2024.
  • 533 funds tracked by Wall St. Rank held Mueller Industries as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.