SWM
MLI icon

Spire Wealth Management’s Mueller Industries MLI Stock Holding History

Spire Wealth Management’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 		$711K Buy
11,564
+6,472
+127% +$424K 0.02% 463
2026
Q1 		$282K Sell
5,092
-4,856
-49% -$291K 0.01% 692
2025
Q4 		$571K Buy
9,948
+518
+5% +$27.9K 0.02% 512
2025
Q3 		$477K Buy
9,430
+1,262
+15% +$57.9K 0.02% 542
2025
Q2 		$325K Buy
8,168
+834
+11% +$31.5K 0.01% 619
2025
Q1 		$279K Buy
7,334
+936
+15% +$37.4K 0.01% 734
2024
Q4 		$254K Buy
6,398
+4,988
+354% +$203K 0.01% 750
2024
Q3 		$52.3K Buy
1,410
+1,210
+605% +$40.5K ﹤0.01% 1120
2024
Q2 		$5.69K Hold
200
– – ﹤0.01% 1796
2024
Q1 		$5.39K Hold
200
– – ﹤0.01% 1911
2023
Q4 		$4.63K Hold
200
– – ﹤0.01% 1973
2023
Q3 		$3.76K Hold
200
– – ﹤0.01% 2001
2023
Q2 		$4.36K Sell
200
-12
-6% -$228 ﹤0.01% 2037
2023
Q1 		$3.89K Buy
212
+140
+194% +$2.44K ﹤0.01% 2094
2022
Q4 		$1K Buy
+72
New +$1.15K ﹤0.01% 2210

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 $3.37T AUM 44.26% 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

Spire Wealth Management's MLI Position: Q2 2026 in Review

Spire Wealth Management increased its Mueller Industries (MLI) stake by 127% in Q2 2026, buying an estimated $424K and bringing the position to 11,564 shares worth $711K. The position accounts for 0.02% of the portfolio, ranked #463.

Spire Wealth Management first reported a position in MLI in Q4 2022 and has held it in 15 quarters since. 739 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • Spire Wealth Management held 11,564 shares of Mueller Industries worth $711K as of Q2 2026.
  • Spire Wealth Management bought 6,472 Mueller Industries shares in Q2 2026, an estimated $424K.
  • Mueller Industries made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #463 holding.
  • Spire Wealth Management first reported a position in Mueller Industries in Q4 2022 and has held it in 15 quarters since.
  • 739 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.