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Cherry Tree Wealth Management’s Malibu Boats MBUU Stock Holding History

Cherry Tree Wealth Management’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
2025
Q2 		– Sell
-19
Closed -$583 – 690
2025
Q1 		$583 Buy
+19
New +$655 ﹤0.01% 717

Other funds holding MBUU

Pzena Investment Management
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
LHC
Lodge Hill Capital New York $518M AUM 12.89% 1-Year Est. Return

Cherry Tree Wealth Management's MBUU Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Malibu Boats (MBUU) in Q2 2025, closing a stake of 19 shares — an estimated $583 sold.

Cherry Tree Wealth Management first reported a position in MBUU in Q1 2025 and held it in 1 quarter. The position peaked at $583 in Q1 2025. 147 funds tracked by Wall St. Rank hold MBUU as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Malibu Boats position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 19 Malibu Boats shares in Q2 2025, an estimated $583.
  • Cherry Tree Wealth Management first reported a position in Malibu Boats in Q1 2025 and held it in 1 quarter.
  • Cherry Tree Wealth Management's Malibu Boats position peaked at $583 in Q1 2025.
  • 147 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.