Atwood & Palmer’s MasterBrand MBC Stock Holding History

Atwood & Palmer’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	$52.3K	Hold	5,078	–	–	﹤0.01%	247
2026 Q1	$42.2K	Hold	5,078	–	–	﹤0.01%	258
2025 Q4	$56.1K	Hold	5,078	–	–	﹤0.01%	230
2025 Q3	$66.9K	Hold	5,078	–	–	﹤0.01%	221
2025 Q2	$55.5K	Hold	5,078	–	–	﹤0.01%	232
2025 Q1	$66.3K	Hold	5,078	–	–	﹤0.01%	205
2024 Q4	$74.2K	Hold	5,078	–	–	0.01%	198
2024 Q3	$94.1K	Hold	5,078	–	–	0.01%	187
2024 Q2	$74.5K	Hold	5,078	–	–	0.01%	205
2024 Q1	$95.2K	Hold	5,078	–	–	0.01%	188
2023 Q4	$75.4K	Hold	5,078	–	–	0.01%	201
2023 Q3	$61.7K	Hold	5,078	–	–	0.01%	205
2023 Q2	$59.1K	Buy	5,078 +278	+6%	+$2.67K	0.01%	214
2023 Q1	$38.6K	Hold	4,800	–	–	﹤0.01%	220
2022 Q4	$36.2K	Buy	+4,800	New	+$39.3K	﹤0.01%	235

Other funds holding MBC

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

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

NGM

North Growth Management Vancouver, British Columbia, Canada $780M AUM 102.77% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Atwood & Palmer's MBC Position: Q2 2026 in Review

Atwood & Palmer held its MasterBrand (MBC) position steady in Q2 2026 at 5,078 shares worth $52.3K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

Atwood & Palmer first reported a position in MBC in Q4 2022 and has held it in 15 quarters since. The position peaked at $95.2K in Q1 2024. 88 funds tracked by Wall St. Rank hold MBC as of Q2 2026.

Atwood & Palmer held 5,078 shares of MasterBrand worth $52.3K as of Q2 2026.
Atwood & Palmer left its MasterBrand share count unchanged in Q2 2026.
MasterBrand made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #247 holding.
Atwood & Palmer first reported a position in MasterBrand in Q4 2022 and has held it in 15 quarters since.
Atwood & Palmer's MasterBrand position peaked at $95.2K in Q1 2024.
88 funds tracked by Wall St. Rank held MasterBrand as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.