CPW
MLI icon

Crestmont Private Wealth’s Mueller Industries MLI Stock Holding History

Crestmont Private Wealth’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 		$1.17M Sell
18,970
-422
-2% -$27.7K 0.33% 19
2026
Q1 		$1.07M Buy
19,392
+430
+2% +$25.8K 0.34% 19
2025
Q4 		$1.09M Sell
18,962
-1,962
-9% -$105K 0.35% 18
2025
Q3 		$1.06M Buy
20,924
+1,532
+8% +$70.3K 0.35% 19
2025
Q2 		$771K Buy
19,392
+378
+2% +$14.3K 0.28% 26
2025
Q1 		$724K Buy
19,014
+2,158
+13% +$86.2K 0.31% 23
2024
Q4 		$669K Sell
16,856
-156
-0.9% -$6.34K 0.3% 21
2024
Q3 		$630K Buy
17,012
+982
+6% +$32.9K 0.28% 25
2024
Q2 		$456K Buy
16,030
+1,350
+9% +$37.8K 0.22% 28
2024
Q1 		$396K Buy
14,680
+1,694
+13% +$41.9K 0.2% 39
2023
Q4 		$306K Buy
12,986
+630
+5% +$12.7K 0.16% 38
2023
Q3 		$232K Sell
12,356
-2,744
-18% -$54.3K 0.14% 44
2023
Q2 		$329K Buy
+15,100
New +$287K 0.19% 37

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

Crestmont Private Wealth's MLI Position: Q2 2026 in Review

Crestmont Private Wealth reduced its Mueller Industries (MLI) stake by 2.2% in Q2 2026, selling an estimated $27.7K and leaving 18,970 shares worth $1.17M. The position accounts for 0.33% of the portfolio, ranked #19.

Crestmont Private Wealth first reported a position in MLI in Q2 2023 and has held it in 13 quarters since. 742 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • Crestmont Private Wealth held 18,970 shares of Mueller Industries worth $1.17M as of Q2 2026.
  • Crestmont Private Wealth sold 422 Mueller Industries shares in Q2 2026, an estimated $27.7K.
  • Mueller Industries made up 0.33% of Crestmont Private Wealth's portfolio in Q2 2026, its #19 holding.
  • Crestmont Private Wealth first reported a position in Mueller Industries in Q2 2023 and has held it in 13 quarters since.
  • 742 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.