Advisory Services Network’s Malibu Boats MBUU Stock Holding History

Advisory Services Network’s Portfolio MBUU Stock Details MBUU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-100	Closed	-$2.59K	–	3629
2026 Q1	$2.59K	Buy	+100	New	+$2.98K	﹤0.01%	4071
2025 Q4	–	Sell	-100	Closed	-$3.25K	–	3275
2025 Q3	$3.25K	Buy	+100	New	+$3.42K	﹤0.01%	3669
2023 Q1	–	Sell	-28	Closed	-$1.49K	–	4087
2022 Q4	$1.49K	Buy	+28	New	+$1.5K	﹤0.01%	3518
2020 Q4	–	Sell	-2,947	Closed	-$146K	–	3527
2020 Q3	$146K	Buy	+2,947	New	+$160K	0.01%	1089
2020 Q2	–	Sell	-14	Closed	–	–	2040
2020 Q1	$0	Hold	14	–	–	﹤0.01%	3184
2019 Q4	$1K	Buy	+14	New	+$506	﹤0.01%	2971
2018 Q2	–	Sell	-700	Closed	-$23K	–	2608
2018 Q1	$23K	Buy	+700	New	+$22.8K	﹤0.01%	1604

Other funds holding MBUU

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

LHC

Lodge Hill Capital New York $596M AUM 24.4% 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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisory Services Network's MBUU Position: Q2 2026 in Review

Advisory Services Network sold out of Malibu Boats (MBUU) in Q2 2026, closing a stake of 100 shares — an estimated $2.59K sold.

Advisory Services Network first reported a position in MBUU in Q1 2018 and held it in 7 quarters. The position peaked at $146K in Q3 2020. 142 funds tracked by Wall St. Rank hold MBUU as of Q2 2026.

Advisory Services Network reported no remaining Malibu Boats position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 100 Malibu Boats shares in Q2 2026, an estimated $2.59K.
Advisory Services Network first reported a position in Malibu Boats in Q1 2018 and held it in 7 quarters.
Advisory Services Network's Malibu Boats position peaked at $146K in Q3 2020.
142 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.