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Evelyn Partners Investment Management’s MasterBrand MBC Stock Holding History

Evelyn Partners Investment Management’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 		$499 Hold
60
– – ﹤0.01% 400
2025
Q4 		$662 Hold
60
– – ﹤0.01% 401
2025
Q3 		$790 Hold
60
– – ﹤0.01% 396
2025
Q2 		$656 Hold
60
– – ﹤0.01% 401
2025
Q1 		$784 Hold
60
– – ﹤0.01% 406
2024
Q4 		$877 Buy
+60
New +$1.02K ﹤0.01% 400

Other funds holding MBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return
SSP
Sixth Street Partners Dallas, Texas $711M AUM 9.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Evelyn Partners Investment Management's MBC Position: Q1 2026 in Review

Evelyn Partners Investment Management held its MasterBrand (MBC) position steady in Q1 2026 at 60 shares worth $499. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Evelyn Partners Investment Management first reported a position in MBC in Q4 2024 and has held it in 6 quarters since. The position peaked at $877 in Q4 2024. 335 funds tracked by Wall St. Rank hold MBC as of Q1 2026.

  • Evelyn Partners Investment Management held 60 shares of MasterBrand worth $499 as of Q1 2026.
  • Evelyn Partners Investment Management left its MasterBrand share count unchanged in Q1 2026.
  • MasterBrand made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #400 holding.
  • Evelyn Partners Investment Management first reported a position in MasterBrand in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's MasterBrand position peaked at $877 in Q4 2024.
  • 335 funds tracked by Wall St. Rank held MasterBrand as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.