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Concurrent Investment Advisors’s Mueller Industries MLI Stock Holding History

Concurrent Investment Advisors’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 		$265K Sell
4,316
-38
-0.9% -$2.49K ﹤0.01% 1768
2026
Q1 		$241K Buy
+4,354
New +$261K ﹤0.01% 1631
2024
Q1 		– Sell
-15,864
Closed -$374K – 971
2023
Q4 		$374K Buy
+15,864
New +$320K 0.02% 573

Other funds holding MLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Concurrent Investment Advisors's MLI Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Mueller Industries (MLI) stake by 0.87% in Q2 2026, selling an estimated $2.49K and leaving 4,316 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #1768.

Concurrent Investment Advisors first reported a position in MLI in Q4 2023 and has held it in 3 quarters since. The position peaked at $374K in Q4 2023. 738 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • Concurrent Investment Advisors held 4,316 shares of Mueller Industries worth $265K as of Q2 2026.
  • Concurrent Investment Advisors sold 38 Mueller Industries shares in Q2 2026, an estimated $2.49K.
  • Mueller Industries made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1768 holding.
  • Concurrent Investment Advisors first reported a position in Mueller Industries in Q4 2023 and has held it in 3 quarters since.
  • Concurrent Investment Advisors's Mueller Industries position peaked at $374K in Q4 2023.
  • 738 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.