Kovitz Investment Group Partners
MLI icon

Kovitz Investment Group Partners’s Mueller Industries MLI Stock Holding History

Kovitz Investment Group Partners’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
-4,900
Closed -$248K – 984
2025
Q3 		$248K Buy
+4,900
New +$225K ﹤0.01% 1270

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Kovitz Investment Group Partners's MLI Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Mueller Industries (MLI) in Q4 2025, closing a stake of 4,900 shares — an estimated $248K sold.

Kovitz Investment Group Partners first reported a position in MLI in Q3 2025 and held it in 1 quarter. The position peaked at $248K in Q3 2025. 686 funds tracked by Wall St. Rank hold MLI as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Mueller Industries position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 4,900 Mueller Industries shares in Q4 2025, an estimated $248K.
  • Kovitz Investment Group Partners first reported a position in Mueller Industries in Q3 2025 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Mueller Industries position peaked at $248K in Q3 2025.
  • 686 funds tracked by Wall St. Rank held Mueller Industries as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.