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 Q2	$5.17M	Sell	84,096 -8,602	-9%	-$564K	0.03%	465
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 $6.73T AUM 46.02% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Integrated Wealth Concepts's MLI Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Mueller Industries (MLI) stake by 9.3% in Q2 2026, selling an estimated $564K and leaving 84,096 shares worth $5.17M. The position accounts for 0.03% of the portfolio, ranked #465.

Integrated Wealth Concepts first reported a position in MLI in Q1 2024 and has held it in 10 quarters since. 743 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

Integrated Wealth Concepts held 84,096 shares of Mueller Industries worth $5.17M as of Q2 2026.
Integrated Wealth Concepts sold 8,602 Mueller Industries shares in Q2 2026, an estimated $564K.
Mueller Industries made up 0.03% of Integrated Wealth Concepts's portfolio in Q2 2026, its #465 holding.
Integrated Wealth Concepts first reported a position in Mueller Industries in Q1 2024 and has held it in 10 quarters since.
743 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.