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Covestor’s Malibu Boats MBUU Stock Holding History

Covestor’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 		$0 Hold
2
– – ﹤0.01% 2564
2025
Q4 		$0 Hold
2
– – ﹤0.01% 2534
2025
Q3 		$0 Hold
2
– – ﹤0.01% 2547
2025
Q2 		$0 Hold
2
– – ﹤0.01% 2513
2025
Q1 		$0 Hold
2
– – ﹤0.01% 2515
2024
Q4 		$0 Hold
2
– – ﹤0.01% 2524
2024
Q3 		$0 Sell
2
-301
-99% -$10.8K ﹤0.01% 2516
2024
Q2 		$11K Buy
303
+301
+15,050% +$11K 0.01% 1470
2024
Q1 		$0 Hold
2
– – ﹤0.01% 2529
2023
Q4 		$0 Sell
2
-6
-75% -$288 ﹤0.01% 2470
2023
Q3 		$0 Hold
8
– – ﹤0.01% 2451
2023
Q2 		$1K Buy
8
+5
+167% +$281 ﹤0.01% 1973
2023
Q1 		$0 Sell
3
-6
-67% -$351 ﹤0.01% 2347
2022
Q4 		$1K Buy
9
+6
+200% +$322 ﹤0.01% 1895
2022
Q3 		$0 Sell
3
-7
-70% -$413 ﹤0.01% 2341
2022
Q2 		$1K Sell
10
-6
-38% -$326 ﹤0.01% 1761
2022
Q1 		$1K Sell
16
-1
-6% -$64 ﹤0.01% 1880
2021
Q4 		$1K Buy
+17
New +$1.19K ﹤0.01% 1828

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

Covestor's MBUU Position: Q1 2026 in Review

Covestor held its Malibu Boats (MBUU) position steady in Q1 2026 at 2 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2564.

Covestor first reported a position in MBUU in Q4 2021 and has held it in 18 quarters since. The position peaked at $11K in Q2 2024. 135 funds tracked by Wall St. Rank hold MBUU as of Q1 2026.

  • Covestor held 2 shares of Malibu Boats worth $0 as of Q1 2026.
  • Covestor left its Malibu Boats share count unchanged in Q1 2026.
  • Malibu Boats made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2564 holding.
  • Covestor first reported a position in Malibu Boats in Q4 2021 and has held it in 18 quarters since.
  • Covestor's Malibu Boats position peaked at $11K in Q2 2024.
  • 135 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.