EP Wealth Advisors’s MasterBrand MBC Stock Holding History

EP Wealth Advisors’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 Q1	–	Sell	-17,593	Closed	-$194K	–	1556
2025 Q4	$194K	Buy	+17,593	New	+$206K	﹤0.01%	1395
2025 Q2	$175K	Sell	16,032 -3,696	-19%	-$40.9K	﹤0.01%	1287
2025 Q1	$258K	Buy	19,728 +4,124	+26%	+$62.7K	﹤0.01%	1000
2024 Q4	$228K	Buy	15,604 +2,035	+15%	+$34.7K	﹤0.01%	1011
2024 Q3	$252K	Buy	+13,569	New	+$221K	﹤0.01%	931

Other funds holding MBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCM

Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return

SSP

Sixth Street Partners Dallas, Texas $579M AUM 2.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EP Wealth Advisors's MBC Position: Q1 2026 in Review

EP Wealth Advisors sold out of MasterBrand (MBC) in Q1 2026, closing a stake of 17,593 shares — an estimated $194K sold.

EP Wealth Advisors first reported a position in MBC in Q3 2024 and held it in 5 quarters. The position peaked at $258K in Q1 2025. 335 funds tracked by Wall St. Rank hold MBC as of Q1 2026.

EP Wealth Advisors reported no remaining MasterBrand position as of Q1 2026 after selling out during the quarter.
EP Wealth Advisors sold 17,593 MasterBrand shares in Q1 2026, an estimated $194K.
EP Wealth Advisors first reported a position in MasterBrand in Q3 2024 and held it in 5 quarters.
EP Wealth Advisors's MasterBrand position peaked at $258K in Q1 2025.
335 funds tracked by Wall St. Rank held MasterBrand as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.