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Summit Securities Group’s Mueller Industries MLI Stock Holding History

Summit Securities Group’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 		$84K Buy
+1,366
New +$89.6K 0.01% 465
2025
Q3 		– Sell
-4,500
Closed -$179K – 1237
2025
Q2 		$179K Buy
4,500
+4,482
+24,900% +$169K 0.03% 275
2025
Q1 		$685 Buy
+18
New +$719 ﹤0.01% 710

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

Summit Securities Group's MLI Position: Q2 2026 in Review

Summit Securities Group opened a new position in Mueller Industries (MLI) in Q2 2026: 1,366 shares worth $84K. The stake represents 0.01% of the portfolio and ranks #465 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in MLI as recently as Q2 2025.

Summit Securities Group first reported a position in MLI in Q1 2025 and has held it in 3 quarters since. The position peaked at $179K in Q2 2025. 742 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • Summit Securities Group held 1,366 shares of Mueller Industries worth $84K as of Q2 2026.
  • Mueller Industries was a new Summit Securities Group position in Q2 2026.
  • Mueller Industries made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #465 holding.
  • Summit Securities Group first reported a position in Mueller Industries in Q1 2025 and has held it in 3 quarters since.
  • Summit Securities Group's Mueller Industries position peaked at $179K in Q2 2025.
  • 742 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.