Integrated Wealth Concepts’s Mueller Industries MLI Stock Holding History

Integrated Wealth Concepts’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 Q1	$5.14M	Buy	92,698 +11,752	+15%	+$705K	0.04%	415
2025 Q4	$4.65M	Sell	80,946 -10,676	-12%	-$574K	0.06%	302
2025 Q3	$4.63M	Buy	91,622 +1,608	+2%	+$73.8K	0.04%	394
2025 Q2	$3.58M	Buy	90,014 +4,656	+5%	+$176K	0.04%	431
2025 Q1	$3.25M	Sell	85,358 -7,450	-8%	-$297K	0.04%	437
2024 Q4	$3.68M	Buy	92,808 +4,802	+5%	+$195K	0.04%	364
2024 Q3	$3.26M	Sell	88,006 -2,296	-3%	-$76.9K	0.04%	401
2024 Q2	$2.57M	Buy	90,302 +3,474	+4%	+$97.3K	0.04%	436
2024 Q1	$2.34M	Buy	+86,828	New	+$2.15M	0.03%	469

Other funds holding MLI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Integrated Wealth Concepts's MLI Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Mueller Industries (MLI) stake by 15% in Q1 2026, buying an estimated $705K and bringing the position to 92,698 shares worth $5.14M. The position accounts for 0.04% of the portfolio, ranked #415.

Integrated Wealth Concepts first reported a position in MLI in Q1 2024 and has held it in 9 quarters since. 722 funds tracked by Wall St. Rank hold MLI as of Q1 2026.

Integrated Wealth Concepts held 92,698 shares of Mueller Industries worth $5.14M as of Q1 2026.
Integrated Wealth Concepts bought 11,752 Mueller Industries shares in Q1 2026, an estimated $705K.
Mueller Industries made up 0.04% of Integrated Wealth Concepts's portfolio in Q1 2026, its #415 holding.
Integrated Wealth Concepts first reported a position in Mueller Industries in Q1 2024 and has held it in 9 quarters since.
722 funds tracked by Wall St. Rank held Mueller Industries as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.