Clearstead Advisors’s MasterBrand MBC Stock Holding History

Clearstead Advisors’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	$2.96K	Buy	287 +52	+22%	+$444	﹤0.01%	2344
2026 Q1	$1.95K	Sell	235 -3,993	-94%	-$43.2K	﹤0.01%	1904
2025 Q4	$46.7K	Buy	4,228 +2,634	+165%	+$30.8K	﹤0.01%	1432
2025 Q3	$21K	Buy	1,594 +403	+34%	+$4.98K	﹤0.01%	1626
2025 Q2	$13K	Buy	1,191 +981	+467%	+$10.9K	﹤0.01%	1793
2025 Q1	$2.74K	Hold	210	–	–	﹤0.01%	1839
2024 Q4	$3.07K	Hold	210	–	–	﹤0.01%	1792
2024 Q3	$3.89K	Hold	210	–	–	﹤0.01%	1748
2024 Q2	$3.08K	Hold	210	–	–	﹤0.01%	1763
2024 Q1	$3.59K	Hold	210	–	–	﹤0.01%	1224
2023 Q4	$3.12K	Hold	210	–	–	﹤0.01%	1228
2023 Q3	$2.55K	Sell	210 -279	-57%	-$3.42K	﹤0.01%	1199
2023 Q2	$5.69K	Hold	489	–	–	﹤0.01%	1037
2023 Q1	$3.93K	Sell	489 -336	-41%	-$2.96K	﹤0.01%	1047
2022 Q4	$6.23K	Buy	+825	New	+$6.76K	﹤0.01%	964

Other funds holding MBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

CCM

Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RCM

Redwood Capital Management New York $927M AUM 153.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return

Clearstead Advisors's MBC Position: Q2 2026 in Review

Clearstead Advisors increased its MasterBrand (MBC) stake by 22% in Q2 2026, buying an estimated $444 and bringing the position to 287 shares worth $2.96K. The position accounts for ﹤0.01% of the portfolio, ranked #2344.

Clearstead Advisors first reported a position in MBC in Q4 2022 and has held it in 15 quarters since. The position peaked at $46.7K in Q4 2025. 346 funds tracked by Wall St. Rank hold MBC as of Q2 2026.

Clearstead Advisors held 287 shares of MasterBrand worth $2.96K as of Q2 2026.
Clearstead Advisors bought 52 MasterBrand shares in Q2 2026, an estimated $444.
MasterBrand made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2344 holding.
Clearstead Advisors first reported a position in MasterBrand in Q4 2022 and has held it in 15 quarters since.
Clearstead Advisors's MasterBrand position peaked at $46.7K in Q4 2025.
346 funds tracked by Wall St. Rank held MasterBrand as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.