Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Malibu Boats MBUU Stock Holding History

Carson Wealth (CWM LLC)’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 		$11.1K Sell
428
-23
-5% -$686 ﹤0.01% 4729
2025
Q4 		$13K Sell
451
-443
-50% -$12.8K ﹤0.01% 4423
2025
Q3 		$29K Buy
894
+277
+45% +$9.47K ﹤0.01% 3906
2025
Q2 		$19K Buy
617
+396
+179% +$11.9K ﹤0.01% 3949
2025
Q1 		$7K Sell
221
-665
-75% -$22.9K ﹤0.01% 4297
2024
Q4 		$33K Buy
886
+6
+0.7% +$249 ﹤0.01% 3102
2024
Q3 		$34K Buy
880
+287
+48% +$10.3K ﹤0.01% 2993
2024
Q2 		$21K Buy
593
+584
+6,489% +$21.4K ﹤0.01% 3082
2024
Q1 		$0 Buy
+9
New +$413 ﹤0.01% 4558
2023
Q4 		– Sell
-114
Closed -$6K – 4368
2023
Q3 		$6K Buy
114
+91
+396% +$4.89K ﹤0.01% 3380
2023
Q2 		$1K Sell
23
-11
-32% -$618 ﹤0.01% 4000
2023
Q1 		$2K Hold
34
– – ﹤0.01% 3671
2022
Q4 		$2K Sell
34
-7
-17% -$375 ﹤0.01% 3587
2022
Q3 		$2K Buy
41
+11
+37% +$649 ﹤0.01% 3493
2022
Q2 		$2K Buy
+30
New +$1.63K ﹤0.01% 3369
2021
Q2 		$2K Hold
28
– – ﹤0.01% 2672
2021
Q1 		$2K Hold
28
– – ﹤0.01% 2672
2020
Q4 		$2K Hold
28
– – ﹤0.01% 2671
2020
Q3 		$2K Hold
28
– – ﹤0.01% 2670
2020
Q2 		$2K Hold
28
– – ﹤0.01% 2669
2020
Q1 		$2K Hold
28
– – ﹤0.01% 2669
2019
Q4 		$2K Hold
28
– – ﹤0.01% 2668
2019
Q3 		$2K Hold
28
– – ﹤0.01% 2668
2019
Q2 		$2K Hold
28
– – ﹤0.01% 2668
2019
Q1 		$2K Buy
+28
New +$1.16K ﹤0.01% 2667

Other funds holding MBUU

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $128M AUM 14.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
LHC
Lodge Hill Capital New York $596M AUM 24.4% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MBUU Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Malibu Boats (MBUU) stake by 5.1% in Q1 2026, selling an estimated $686 and leaving 428 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4729.

Carson Wealth (CWM LLC) first reported a position in MBUU in Q1 2019 and has held it in 25 quarters since. The position peaked at $34K in Q3 2024. 135 funds tracked by Wall St. Rank hold MBUU as of Q1 2026.

  • Carson Wealth (CWM LLC) held 428 shares of Malibu Boats worth $11.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 23 Malibu Boats shares in Q1 2026, an estimated $686.
  • Malibu Boats made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4729 holding.
  • Carson Wealth (CWM LLC) first reported a position in Malibu Boats in Q1 2019 and has held it in 25 quarters since.
  • Carson Wealth (CWM LLC)'s Malibu Boats position peaked at $34K in Q3 2024.
  • 135 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.