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Atria Investments’s MasterBrand MBC Stock Holding History

Atria Investments’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
2025
Q2 		– Sell
-10,302
Closed -$135K – 2045
2025
Q1 		$135K Buy
+10,302
New +$157K ﹤0.01% 1861
2024
Q4 		– Sell
-26,179
Closed -$485K – 1931
2024
Q3 		$485K Sell
26,179
-916
-3% -$14.9K 0.01% 1334
2024
Q2 		$398K Buy
+27,095
New +$449K 0.01% 1419

Other funds holding MBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Atria Investments's MBC Position: Q2 2025 in Review

Atria Investments sold out of MasterBrand (MBC) in Q2 2025, closing a stake of 10,302 shares — an estimated $135K sold.

Atria Investments first reported a position in MBC in Q2 2024 and held it in 3 quarters. The position peaked at $485K in Q3 2024. 325 funds tracked by Wall St. Rank hold MBC as of Q2 2025.

  • Atria Investments reported no remaining MasterBrand position as of Q2 2025 after selling out during the quarter.
  • Atria Investments sold 10,302 MasterBrand shares in Q2 2025, an estimated $135K.
  • Atria Investments first reported a position in MasterBrand in Q2 2024 and held it in 3 quarters.
  • Atria Investments's MasterBrand position peaked at $485K in Q3 2024.
  • 325 funds tracked by Wall St. Rank held MasterBrand as of Q2 2025.

Based on Atria Investments's 13F filing for Q2 2025, filed 4 Aug 2025.