Corient Private Wealth
MBUU icon

Corient Private Wealth’s Malibu Boats MBUU Stock Holding History

Corient Private Wealth’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
Q1 		– Sell
-12,950
Closed -$35.3K – 2966
2025
Q4 		$35.3K Buy
+12,950
New +$376K ﹤0.01% 2692
2024
Q1 		– Sell
-4,360
Closed -$239K – 2331
2023
Q4 		$239K Buy
+4,360
New +$209K ﹤0.01% 1982

Other funds holding MBUU

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TLM
Twin Lions Management Stamford, Connecticut $165M AUM 10.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
LHC
Lodge Hill Capital New York $518M AUM 12.89% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

Corient Private Wealth sold out of Malibu Boats (MBUU) in Q1 2026, closing a stake of 12,950 shares — an estimated $35.3K sold.

Corient Private Wealth first reported a position in MBUU in Q4 2023 and held it in 2 quarters. The position peaked at $239K in Q4 2023. 135 funds tracked by Wall St. Rank hold MBUU as of Q1 2026.

  • Corient Private Wealth reported no remaining Malibu Boats position as of Q1 2026 after selling out during the quarter.
  • Corient Private Wealth sold 12,950 Malibu Boats shares in Q1 2026, an estimated $35.3K.
  • Corient Private Wealth first reported a position in Malibu Boats in Q4 2023 and held it in 2 quarters.
  • Corient Private Wealth's Malibu Boats position peaked at $239K in Q4 2023.
  • 135 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2026.

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