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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
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
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TLM
Twin Lions Management Stamford, Connecticut $165M AUM 10.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
LHC
Lodge Hill Capital New York $518M AUM 12.89% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $18.1B AUM 18.25% 1-Year Est. Return