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EverSource Wealth Advisors’s Malibu Boats MBUU Stock Holding History

EverSource Wealth Advisors’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
Q2 		– Sell
-339
Closed -$8.79K – 4495
2026
Q1 		$8.79K Buy
339
+2
+0.6% +$60 ﹤0.01% 2985
2025
Q4 		$9.51K Buy
337
+281
+502% +$8.15K ﹤0.01% 2825
2025
Q3 		$1.82K Sell
56
-324
-85% -$11.1K ﹤0.01% 3550
2025
Q2 		$11.9K Buy
+380
New +$11.4K ﹤0.01% 2690
2025
Q1 		– Sell
-14
Closed -$526 – 4113
2024
Q4 		$526 Sell
14
-127
-90% -$5.26K ﹤0.01% 3179
2024
Q3 		$5.47K Buy
+141
New +$5.08K ﹤0.01% 2194
2024
Q1 		– Sell
-20
Closed -$1.1K – 2954
2023
Q4 		$1.1K Buy
+20
New +$959 ﹤0.01% 2370

Other funds holding MBUU

CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
VIM
Villanova Investment Management Wayne, Pennsylvania $105M AUM 9.97% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
BAM
Berkshire Asset Management Wilkes Barre, Pennsylvania $2.55B AUM 31.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCIA
Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

EverSource Wealth Advisors sold out of Malibu Boats (MBUU) in Q2 2026, closing a stake of 339 shares — an estimated $8.79K sold.

EverSource Wealth Advisors first reported a position in MBUU in Q4 2023 and held it in 7 quarters. The position peaked at $11.9K in Q2 2025. 24 funds tracked by Wall St. Rank hold MBUU as of Q2 2026.

  • EverSource Wealth Advisors reported no remaining Malibu Boats position as of Q2 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 339 Malibu Boats shares in Q2 2026, an estimated $8.79K.
  • EverSource Wealth Advisors first reported a position in Malibu Boats in Q4 2023 and held it in 7 quarters.
  • EverSource Wealth Advisors's Malibu Boats position peaked at $11.9K in Q2 2025.
  • 24 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2026.

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