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Congress Wealth Management’s Mueller Industries MLI Stock Holding History

Congress Wealth 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
2025
Q2 		$289K Buy
7,282
+280
+4% +$10.6K ﹤0.01% 1077
2025
Q1 		$267K Buy
+7,002
New +$280K ﹤0.01% 965

Other funds holding MLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Congress Wealth Management's MLI Position: Q2 2025 in Review

Congress Wealth Management increased its Mueller Industries (MLI) stake by 4% in Q2 2025, buying an estimated $10.6K and bringing the position to 7,282 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #1077.

Congress Wealth Management first reported a position in MLI in Q1 2025 and has held it in 2 quarters since. 569 funds tracked by Wall St. Rank hold MLI as of Q2 2025.

  • Congress Wealth Management held 7,282 shares of Mueller Industries worth $289K as of Q2 2025.
  • Congress Wealth Management bought 280 Mueller Industries shares in Q2 2025, an estimated $10.6K.
  • Mueller Industries made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1077 holding.
  • Congress Wealth Management first reported a position in Mueller Industries in Q1 2025 and has held it in 2 quarters since.
  • 569 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.