Creative Planning
MBUU icon

Creative Planning’s Malibu Boats MBUU Stock Holding History

Creative Planning’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 		$674K Buy
25,999
+15,631
+151% +$466K ﹤0.01% 2787
2025
Q4 		$292K Sell
10,368
-3,372
-25% -$97.8K ﹤0.01% 3259
2025
Q3 		$446K Buy
13,740
+4,269
+45% +$146K ﹤0.01% 2824
2025
Q2 		$297K Buy
9,471
+453
+5% +$13.6K ﹤0.01% 2899
2025
Q1 		$277K Buy
9,018
+2,117
+31% +$73K ﹤0.01% 2827
2024
Q4 		$259K Buy
6,901
+1,145
+20% +$47.5K ﹤0.01% 2787
2024
Q3 		$223K Buy
+5,756
New +$207K ﹤0.01% 2747

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 $18.1B AUM 18.25% 1-Year Est. Return