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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
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 $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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Summit Securities Group's MLI Position: Q3 2025 in Review

Summit Securities Group sold out of Mueller Industries (MLI) in Q3 2025, closing a stake of 4,500 shares — an estimated $179K sold.

Summit Securities Group first reported a position in MLI in Q1 2025 and held it in 2 quarters. The position peaked at $179K in Q2 2025. 628 funds tracked by Wall St. Rank hold MLI as of Q3 2025.

  • Summit Securities Group reported no remaining Mueller Industries position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 4,500 Mueller Industries shares in Q3 2025, an estimated $179K.
  • Summit Securities Group first reported a position in Mueller Industries in Q1 2025 and held it in 2 quarters.
  • Summit Securities Group's Mueller Industries position peaked at $179K in Q2 2025.
  • 628 funds tracked by Wall St. Rank held Mueller Industries as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.