Abound Wealth Management’s MasterBrand MBC Stock Holding History

Abound Wealth Management’s Portfolio MBC Stock Details MBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$103	Hold	10	–	–	﹤0.01%	1275
2026 Q1	$84	Hold	10	–	–	﹤0.01%	1442
2025 Q4	$111	Hold	10	–	–	﹤0.01%	1367
2025 Q3	$132	Hold	10	–	–	﹤0.01%	1259
2025 Q2	$110	Hold	10	–	–	﹤0.01%	1236
2025 Q1	$131	Sell	10 -2	-17%	-$30	﹤0.01%	1162
2024 Q4	$176	Hold	12	–	–	﹤0.01%	1121
2024 Q3	$223	Sell	12 -9	-43%	-$147	﹤0.01%	1099
2024 Q2	$309	Hold	21	–	–	﹤0.01%	977
2024 Q1	$394	Hold	21	–	–	﹤0.01%	1006
2023 Q4	$312	Buy	+21	New	+$269	﹤0.01%	1143
2023 Q1	–	Sell	-20	Closed	-$151	–	739
2022 Q4	$151	Buy	+20	New	+$164	﹤0.01%	700

Other funds holding MBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

CCM

Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RCM

Redwood Capital Management New York $927M AUM 153.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return

Abound Wealth Management's MBC Position: Q2 2026 in Review

Abound Wealth Management held its MasterBrand (MBC) position steady in Q2 2026 at 10 shares worth $103. The position accounts for ﹤0.01% of the portfolio, ranked #1275.

Abound Wealth Management first reported a position in MBC in Q4 2022 and has held it in 12 quarters since. The position peaked at $394 in Q1 2024. 346 funds tracked by Wall St. Rank hold MBC as of Q2 2026.

Abound Wealth Management held 10 shares of MasterBrand worth $103 as of Q2 2026.
Abound Wealth Management left its MasterBrand share count unchanged in Q2 2026.
MasterBrand made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1275 holding.
Abound Wealth Management first reported a position in MasterBrand in Q4 2022 and has held it in 12 quarters since.
Abound Wealth Management's MasterBrand position peaked at $394 in Q1 2024.
346 funds tracked by Wall St. Rank held MasterBrand as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.