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Essential Partners’s Malibu Boats MBUU Stock Holding History

Essential Partners’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 		$69 Buy
+3
New +$81 ﹤0.01% 2736
2025
Q4 		– Sell
-7
Closed -$227 – 2862
2025
Q3 		$227 Buy
+7
New +$239 ﹤0.01% 2373

Other funds holding MBUU

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's MBUU Position: Q3 2026 in Review

Essential Partners opened a new position in Malibu Boats (MBUU) in Q3 2026: 3 shares worth $69. The stake represents ﹤0.01% of the portfolio and ranks #2736 among its holdings. This is a return to the name: Essential Partners previously reported a position in MBUU as recently as Q3 2025.

Essential Partners first reported a position in MBUU in Q3 2025 and has held it in 2 quarters since. The position peaked at $227 in Q3 2025. 9 funds tracked by Wall St. Rank hold MBUU as of Q3 2026.

  • Essential Partners held 3 shares of Malibu Boats worth $69 as of Q3 2026.
  • Malibu Boats was a new Essential Partners position in Q3 2026.
  • Malibu Boats made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2736 holding.
  • Essential Partners first reported a position in Malibu Boats in Q3 2025 and has held it in 2 quarters since.
  • Essential Partners's Malibu Boats position peaked at $227 in Q3 2025.
  • 9 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.