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
Q2 		$261K Buy
25,360
+3,282
+15% +$28K ﹤0.01% 2639
2026
Q1 		$183K Buy
22,078
+2,272
+11% +$24.6K ﹤0.01% 2583
2025
Q4 		$219K Sell
19,806
-269
-1% -$3.15K ﹤0.01% 2373
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 $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
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
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return

Corient Private Wealth's MBC Position: Q2 2026 in Review

Corient Private Wealth increased its MasterBrand (MBC) stake by 15% in Q2 2026, buying an estimated $28K and bringing the position to 25,360 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #2639.

Corient Private Wealth first reported a position in MBC in Q1 2023 and has held it in 14 quarters since. The position peaked at $352K in Q3 2024. 347 funds tracked by Wall St. Rank hold MBC as of Q2 2026.

  • Corient Private Wealth held 25,360 shares of MasterBrand worth $261K as of Q2 2026.
  • Corient Private Wealth bought 3,282 MasterBrand shares in Q2 2026, an estimated $28K.
  • MasterBrand made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2639 holding.
  • Corient Private Wealth first reported a position in MasterBrand in Q1 2023 and has held it in 14 quarters since.
  • Corient Private Wealth's MasterBrand position peaked at $352K in Q3 2024.
  • 347 funds tracked by Wall St. Rank held MasterBrand as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.