EverSource Wealth Advisors’s MasterBrand MBC Stock Holding History

EverSource 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 Q2	$15.8K	Buy	1,532 +1,463	+2,120%	+$12.5K	﹤0.01%	2616
2026 Q1	$574	Buy	69 +5	+8%	+$54	﹤0.01%	4035
2025 Q4	$707	Sell	64 -497	-89%	-$5.82K	﹤0.01%	3795
2025 Q3	$7.39K	Buy	561 +192	+52%	+$2.37K	﹤0.01%	2976
2025 Q2	$4.03K	Sell	369 -258	-41%	-$2.86K	﹤0.01%	3249
2025 Q1	$8.19K	Buy	627 +134	+27%	+$2.04K	﹤0.01%	2224
2024 Q4	$7.2K	Sell	493 -208	-30%	-$3.55K	﹤0.01%	2163
2024 Q3	$13K	Hold	701	–	–	﹤0.01%	1724
2024 Q2	$12.7K	Hold	701	–	–	﹤0.01%	1735
2024 Q1	$11.7K	Hold	701	–	–	﹤0.01%	1607
2023 Q4	$10.4K	Sell	701 -14	-2%	-$179	﹤0.01%	1542
2023 Q3	$8.69K	Sell	715 -135	-16%	-$1.66K	﹤0.01%	1479
2023 Q2	$9.89K	Buy	850 +837	+6,438%	+$8.03K	﹤0.01%	1443
2023 Q1	$105	Sell	13 -32	-71%	-$282	﹤0.01%	2333
2022 Q4	$340	Buy	+45	New	+$369	﹤0.01%	2234

Other funds holding MBC

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

Pzena Investment Management New York $34.1B AUM 23.81% 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

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

RCM

Redwood Capital Management New York $927M AUM 153.64% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

EverSource Wealth Advisors's MBC Position: Q2 2026 in Review

EverSource Wealth Advisors increased its MasterBrand (MBC) stake by 2,120% in Q2 2026, buying an estimated $12.5K and bringing the position to 1,532 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2616.

EverSource Wealth Advisors first reported a position in MBC in Q4 2022 and has held it in 15 quarters since. 346 funds tracked by Wall St. Rank hold MBC as of Q2 2026.

EverSource Wealth Advisors held 1,532 shares of MasterBrand worth $15.8K as of Q2 2026.
EverSource Wealth Advisors bought 1,463 MasterBrand shares in Q2 2026, an estimated $12.5K.
MasterBrand made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2616 holding.
EverSource Wealth Advisors first reported a position in MasterBrand in Q4 2022 and has held it in 15 quarters since.
346 funds tracked by Wall St. Rank held MasterBrand as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.