Covestor
MBUU icon

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
Q3 		$8K Sell
360
-12
-3% -$323 0.01% 1651
2026
Q2 		$10K Buy
372
+370
+18,500% +$9.8K 0.01% 1604
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 $34.1B AUM 26.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Covestor's MBUU Position: Q3 2026 in Review

Covestor reduced its Malibu Boats (MBUU) stake by 3.2% in Q3 2026, selling an estimated $323 and leaving 360 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #1651.

Covestor first reported a position in MBUU in Q4 2021 and has held it in 20 quarters since. The position peaked at $11K in Q2 2024. 113 funds tracked by Wall St. Rank hold MBUU as of Q3 2026.

  • Covestor held 360 shares of Malibu Boats worth $8K as of Q3 2026.
  • Covestor sold 12 Malibu Boats shares in Q3 2026, an estimated $323.
  • Malibu Boats made up 0.01% of Covestor's portfolio in Q3 2026, its #1651 holding.
  • Covestor first reported a position in Malibu Boats in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Malibu Boats position peaked at $11K in Q2 2024.
  • 113 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.