SPIA
MLR icon

Steward Partners Investment Advisory’s Miller Industries MLR Stock Holding History

Steward Partners Investment Advisory’s Portfolio MLR Stock Details MLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$208K Hold
4,576
– – ﹤0.01% 2001
2025
Q4 		$171K Hold
4,576
– – ﹤0.01% 1998
2025
Q3 		$185K Sell
4,576
-708
-13% -$29.8K ﹤0.01% 1908
2025
Q2 		$235K Sell
5,284
-200
-4% -$8.69K ﹤0.01% 1681
2025
Q1 		$232K Hold
5,484
– – ﹤0.01% 1572
2024
Q4 		$358K Sell
5,484
-1,000
-15% -$68.1K ﹤0.01% 1313
2024
Q3 		$396K Buy
6,484
+400
+7% +$24K ﹤0.01% 1208
2024
Q2 		$335K Sell
6,084
-828
-12% -$45.5K ﹤0.01% 1236
2024
Q1 		$346K Buy
+6,912
New +$301K ﹤0.01% 1202

Other funds holding MLR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return