Creative Planning
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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
Q2 		$578K Sell
21,058
-4,941
-19% -$131K ﹤0.01% 3088
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 $34.1B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
LHC
Lodge Hill Capital New York $596M AUM 24.4% 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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's MBUU Position: Q2 2026 in Review

Creative Planning reduced its Malibu Boats (MBUU) stake by 19% in Q2 2026, selling an estimated $131K and leaving 21,058 shares worth $578K. The position accounts for ﹤0.01% of the portfolio, ranked #3088.

Creative Planning first reported a position in MBUU in Q3 2024 and has held it in 8 quarters since. The position peaked at $674K in Q1 2026. 142 funds tracked by Wall St. Rank hold MBUU as of Q2 2026.

  • Creative Planning held 21,058 shares of Malibu Boats worth $578K as of Q2 2026.
  • Creative Planning sold 4,941 Malibu Boats shares in Q2 2026, an estimated $131K.
  • Malibu Boats made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3088 holding.
  • Creative Planning first reported a position in Malibu Boats in Q3 2024 and has held it in 8 quarters since.
  • Creative Planning's Malibu Boats position peaked at $674K in Q1 2026.
  • 142 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.