CoreCap Advisors’s Malibu Boats MBUU Stock Holding History

CoreCap 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 Q3	$1.19K	Hold	52	–	–	﹤0.01%	2633
2026 Q2	$1.43K	Hold	52	–	–	﹤0.01%	2623
2026 Q1	$1.35K	Hold	52	–	–	﹤0.01%	2484
2025 Q4	$1.47K	Hold	52	–	–	﹤0.01%	2531
2025 Q3	$1.69K	Hold	52	–	–	﹤0.01%	2405
2025 Q2	$1.63K	Buy	+52	New	+$1.56K	﹤0.01%	2349
2022 Q1	–	Sell	-20	Closed	-$1K	–	1432
2021 Q4	$1K	Buy	+20	New	+$1.4K	﹤0.01%	2180

Other funds holding MBUU

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

CoreCap Advisors's MBUU Position: Q3 2026 in Review

CoreCap Advisors held its Malibu Boats (MBUU) position steady in Q3 2026 at 52 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #2633.

CoreCap Advisors first reported a position in MBUU in Q4 2021 and has held it in 7 quarters since. The position peaked at $1.69K in Q3 2025. 9 funds tracked by Wall St. Rank hold MBUU as of Q3 2026.

CoreCap Advisors held 52 shares of Malibu Boats worth $1.19K as of Q3 2026.
CoreCap Advisors left its Malibu Boats share count unchanged in Q3 2026.
Malibu Boats made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2633 holding.
CoreCap Advisors first reported a position in Malibu Boats in Q4 2021 and has held it in 7 quarters since.
CoreCap Advisors's Malibu Boats position peaked at $1.69K in Q3 2025.
9 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.