DiNuzzo Private Wealth’s MasterBrand MBC Stock Holding History

DiNuzzo Private Wealth’s Portfolio MBC Stock Details MBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$21	Sell	2 -6	-75%	-$51	﹤0.01%	1336
2026 Q1	$67	Hold	8	–	–	﹤0.01%	1297
2025 Q4	$89	Hold	8	–	–	﹤0.01%	1309
2025 Q3	$102	Sell	8 -3	-27%	-$37	﹤0.01%	1305
2025 Q2	$121	Sell	11 -3	-21%	-$33	﹤0.01%	1290
2025 Q1	$183	Sell	14 -4	-22%	-$61	﹤0.01%	1250
2024 Q4	$263	Sell	18 -1	-5%	-$17	﹤0.01%	1237
2024 Q3	$353	Hold	19	–	–	﹤0.01%	1199
2024 Q2	$279	Buy	19 +9	+90%	+$149	﹤0.01%	1203
2024 Q1	$188	Hold	10	–	–	﹤0.01%	1207
2023 Q4	$149	Buy	+10	New	+$128	﹤0.01%	1269

Other funds holding MBC

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return