Clearstead Advisors
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Clearstead Advisors’s Malibu Boats MBUU Stock Holding History

Clearstead Advisors’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
Q2 		$83 Buy
+3
New +$80 ﹤0.01% 3396
2023
Q4 		– Sell
-31
Closed -$1.52K – 1577
2023
Q3 		$1.52K Hold
31
– – ﹤0.01% 1297
2023
Q2 		$1.82K Hold
31
– – ﹤0.01% 1175
2023
Q1 		$1.75K Hold
31
– – ﹤0.01% 1159
2022
Q4 		$1.65K Buy
+31
New +$1.66K ﹤0.01% 1120

Other funds holding MBUU

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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 $580B AUM 38.23% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
LHC
Lodge Hill Capital New York $596M AUM 24.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clearstead Advisors's MBUU Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Malibu Boats (MBUU) in Q2 2026: 3 shares worth $83. The stake represents ﹤0.01% of the portfolio and ranks #3396 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in MBUU as recently as Q3 2023.

Clearstead Advisors first reported a position in MBUU in Q4 2022 and has held it in 5 quarters since. The position peaked at $1.82K in Q2 2023. 141 funds tracked by Wall St. Rank hold MBUU as of Q2 2026.

  • Clearstead Advisors held 3 shares of Malibu Boats worth $83 as of Q2 2026.
  • Malibu Boats was a new Clearstead Advisors position in Q2 2026.
  • Malibu Boats made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3396 holding.
  • Clearstead Advisors first reported a position in Malibu Boats in Q4 2022 and has held it in 5 quarters since.
  • Clearstead Advisors's Malibu Boats position peaked at $1.82K in Q2 2023.
  • 141 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2026.

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