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Summit Wealth Group’s Mueller Industries MLI Stock Holding History

Summit Wealth 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 		$545K Sell
8,864
-66
-0.7% -$4.33K 0.11% 74
2026
Q1 		$495K Buy
8,930
+28
+0.3% +$1.68K 0.11% 74
2025
Q4 		$511K Buy
8,902
+20
+0.2% +$1.07K 0.12% 70
2025
Q3 		$449K Buy
8,882
+22
+0.2% +$1.01K 0.11% 72
2025
Q2 		$352K Buy
8,860
+30
+0.3% +$1.13K 0.09% 78
2025
Q1 		$336K Buy
8,830
+94
+1% +$3.75K 0.1% 76
2024
Q4 		$347K Buy
8,736
+22
+0.3% +$894 0.1% 67
2024
Q3 		$323K Buy
8,714
+22
+0.3% +$737 0.09% 71
2024
Q2 		$247K Buy
+8,692
New +$244K 0.07% 84

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 Wealth Group's MLI Position: Q2 2026 in Review

Summit Wealth Group reduced its Mueller Industries (MLI) stake by 0.74% in Q2 2026, selling an estimated $4.33K and leaving 8,864 shares worth $545K. The position accounts for 0.11% of the portfolio, ranked #74.

Summit Wealth Group first reported a position in MLI in Q2 2024 and has held it in 9 quarters since. 742 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • Summit Wealth Group held 8,864 shares of Mueller Industries worth $545K as of Q2 2026.
  • Summit Wealth Group sold 66 Mueller Industries shares in Q2 2026, an estimated $4.33K.
  • Mueller Industries made up 0.11% of Summit Wealth Group's portfolio in Q2 2026, its #74 holding.
  • Summit Wealth Group first reported a position in Mueller Industries in Q2 2024 and has held it in 9 quarters since.
  • 742 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.