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Icon Wealth Advisors’s Mueller Industries MLI Stock Holding History

Icon Wealth 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
2025
Q4 		– Sell
-2,062
Closed -$104K – 477
2025
Q3 		$104K Buy
+2,062
New +$94.6K 0.01% 501

Other funds holding MLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $140B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Icon Wealth Advisors's MLI Position: Q4 2025 in Review

Icon Wealth Advisors sold out of Mueller Industries (MLI) in Q4 2025, closing a stake of 2,062 shares — an estimated $104K sold.

Icon Wealth Advisors first reported a position in MLI in Q3 2025 and held it in 1 quarter. The position peaked at $104K in Q3 2025. 684 funds tracked by Wall St. Rank hold MLI as of Q4 2025.

  • Icon Wealth Advisors reported no remaining Mueller Industries position as of Q4 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 2,062 Mueller Industries shares in Q4 2025, an estimated $104K.
  • Icon Wealth Advisors first reported a position in Mueller Industries in Q3 2025 and held it in 1 quarter.
  • Icon Wealth Advisors's Mueller Industries position peaked at $104K in Q3 2025.
  • 684 funds tracked by Wall St. Rank held Mueller Industries as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.