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Phoenix Financial’s Mueller Industries MLI Stock Holding History

Phoenix Financial’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 		– Sell
-4,514
Closed -$250K – 557
2026
Q1 		$250K Sell
4,514
-476
-10% -$28.5K ﹤0.01% 423
2025
Q4 		$286K Sell
4,990
-324
-6% -$17.4K ﹤0.01% 388
2025
Q3 		$269K Sell
5,314
-1,066
-17% -$48.9K ﹤0.01% 401
2025
Q2 		$253K Sell
6,380
-462
-7% -$17.4K ﹤0.01% 364
2025
Q1 		$262K Sell
6,842
-1,816
-21% -$72.5K ﹤0.01% 316
2024
Q4 		$344K Sell
8,658
-416
-5% -$16.9K ﹤0.01% 299
2024
Q3 		$337K Sell
9,074
-2,870
-24% -$96.1K 0.01% 283
2024
Q2 		$337K Buy
11,944
+194
+2% +$5.43K 0.01% 282
2024
Q1 		$316K Buy
11,750
+1,894
+19% +$46.8K ﹤0.01% 321
2023
Q4 		$235K Buy
+9,856
New +$199K ﹤0.01% 288
2023
Q3 		– Sell
-9,572
Closed -$207K – 351
2023
Q2 		$207K Buy
+9,572
New +$182K ﹤0.01% 281
2022
Q2 		– Sell
-15,560
Closed -$212K – 409
2022
Q1 		$212K Sell
15,560
-9,920
-39% -$140K ﹤0.01% 380
2021
Q4 		$376K Sell
25,480
-1,796
-7% -$24.3K 0.01% 308
2021
Q3 		$286K Buy
+27,276
New +$292K 0.01% 368

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 $3.38T AUM 44.17% 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

Phoenix Financial's MLI Position: Q2 2026 in Review

Phoenix Financial sold out of Mueller Industries (MLI) in Q2 2026, closing a stake of 4,514 shares — an estimated $250K sold.

Phoenix Financial first reported a position in MLI in Q3 2021 and held it in 14 quarters. The position peaked at $376K in Q4 2021. 743 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • Phoenix Financial reported no remaining Mueller Industries position as of Q2 2026 after selling out during the quarter.
  • Phoenix Financial sold 4,514 Mueller Industries shares in Q2 2026, an estimated $250K.
  • Phoenix Financial first reported a position in Mueller Industries in Q3 2021 and held it in 14 quarters.
  • Phoenix Financial's Mueller Industries position peaked at $376K in Q4 2021.
  • 743 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.