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Spectrum Wealth Counsel’s Mueller Industries MLI Stock Holding History

Spectrum Wealth Counsel’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
Q1 		$2.82M Sell
74,158
-50,904
-41% -$2.03M 0.34% 60
2024
Q4 		$4.96M Sell
125,062
-896
-0.7% -$36.4K 0.58% 46
2024
Q3 		$4.67M Buy
125,958
+308
+0.2% +$10.3K 0.55% 48
2024
Q2 		$3.58M Sell
125,650
-970
-0.8% -$27.2K 0.45% 52
2024
Q1 		$3.41M Buy
126,620
+16,622
+15% +$411K 0.42% 57
2023
Q4 		$2.59M Buy
+109,998
New +$2.22M 0.36% 65

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Spectrum Wealth Counsel's MLI Position: Q1 2025 in Review

Spectrum Wealth Counsel reduced its Mueller Industries (MLI) stake by 41% in Q1 2025, selling an estimated $2.03M and leaving 74,158 shares worth $2.82M. The position accounts for 0.34% of the portfolio, ranked #60.

Spectrum Wealth Counsel first reported a position in MLI in Q4 2023 and has held it in 6 quarters since. The position peaked at $4.96M in Q4 2024. 533 funds tracked by Wall St. Rank hold MLI as of Q1 2025.

  • Spectrum Wealth Counsel held 74,158 shares of Mueller Industries worth $2.82M as of Q1 2025.
  • Spectrum Wealth Counsel sold 50,904 Mueller Industries shares in Q1 2025, an estimated $2.03M.
  • Mueller Industries made up 0.34% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #60 holding.
  • Spectrum Wealth Counsel first reported a position in Mueller Industries in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's Mueller Industries position peaked at $4.96M in Q4 2024.
  • 533 funds tracked by Wall St. Rank held Mueller Industries as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.