Corient Private Wealth
MBC icon

Corient Private Wealth’s MasterBrand MBC Stock Holding History

Corient Private Wealth’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
Q1 		$183K Sell
22,078
-17,534
-44% -$190K ﹤0.01% 2583
2025
Q4 		$437K Buy
39,612
+19,537
+97% +$229K ﹤0.01% 2392
2025
Q3 		$264K Buy
20,075
+1,491
+8% +$18.4K ﹤0.01% 2197
2025
Q2 		$203K Buy
18,584
+4,778
+35% +$52.9K ﹤0.01% 2230
2025
Q1 		$180K Buy
13,806
+1,570
+13% +$23.9K ﹤0.01% 2098
2024
Q4 		$179K Sell
12,236
-6,728
-35% -$115K ﹤0.01% 2146
2024
Q3 		$352K Buy
18,964
+7,386
+64% +$120K ﹤0.01% 1939
2024
Q2 		$170K Sell
11,578
-798
-6% -$13.2K ﹤0.01% 2147
2024
Q1 		$232K Sell
12,376
-268
-2% -$4.25K ﹤0.01% 2023
2023
Q4 		$188K Sell
12,644
-182
-1% -$2.33K ﹤0.01% 2090
2023
Q3 		$156K Buy
12,826
+584
+5% +$7.16K ﹤0.01% 1965
2023
Q2 		$142K Sell
12,242
-5,845
-32% -$56.1K ﹤0.01% 1937
2023
Q1 		$145K Buy
+18,087
New +$160K ﹤0.01% 1841

Other funds holding MBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return
SSP
Sixth Street Partners Dallas, Texas $711M AUM 9.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Corient Private Wealth's MBC Position: Q1 2026 in Review

Corient Private Wealth reduced its MasterBrand (MBC) stake by 44% in Q1 2026, selling an estimated $190K and leaving 22,078 shares worth $183K. The position accounts for ﹤0.01% of the portfolio, ranked #2583.

Corient Private Wealth first reported a position in MBC in Q1 2023 and has held it in 13 quarters since. The position peaked at $437K in Q4 2025. 334 funds tracked by Wall St. Rank hold MBC as of Q1 2026.

  • Corient Private Wealth held 22,078 shares of MasterBrand worth $183K as of Q1 2026.
  • Corient Private Wealth sold 17,534 MasterBrand shares in Q1 2026, an estimated $190K.
  • MasterBrand made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2583 holding.
  • Corient Private Wealth first reported a position in MasterBrand in Q1 2023 and has held it in 13 quarters since.
  • Corient Private Wealth's MasterBrand position peaked at $437K in Q4 2025.
  • 334 funds tracked by Wall St. Rank held MasterBrand as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.