First Horizon Advisors’s Malibu Boats MBUU Stock Holding History

First Horizon 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
2025 Q2	$940	Hold	30	–	–	﹤0.01%	2175
2025 Q1	$920	Hold	30	–	–	﹤0.01%	2142
2024 Q4	$1.13K	Hold	30	–	–	﹤0.01%	2081
2024 Q3	$1.16K	Hold	30	–	–	﹤0.01%	2112
2024 Q2	$1.05K	Sell	30 -43	-59%	-$1.57K	﹤0.01%	2112
2024 Q1	$3.16K	Hold	73	–	–	﹤0.01%	1920
2023 Q4	$4K	Hold	73	–	–	﹤0.01%	1852
2023 Q3	$3.58K	Sell	73 -48	-40%	-$2.58K	﹤0.01%	1843
2023 Q2	$7.1K	Sell	121 -12	-9%	-$674	﹤0.01%	1678
2023 Q1	$7.51K	Hold	133	–	–	﹤0.01%	1669
2022 Q4	$7.09K	Sell	133 -12	-8%	-$644	﹤0.01%	1693
2022 Q3	$6K	Buy	145 +12	+9%	+$708	﹤0.01%	1708
2022 Q2	$6K	Buy	133 +36	+37%	+$1.96K	﹤0.01%	1768
2022 Q1	$6K	Sell	97 -143	-60%	-$9.21K	﹤0.01%	1249
2021 Q4	$17K	Hold	240	–	–	﹤0.01%	1333
2021 Q3	$17K	Buy	240 +192	+400%	+$14.4K	﹤0.01%	1339
2021 Q2	$3K	Buy	48 +6	+14%	+$478	﹤0.01%	1668
2021 Q1	$3K	Buy	42 +20	+91%	+$1.54K	﹤0.01%	1576
2020 Q4	$1K	Hold	22	–	–	﹤0.01%	1390
2020 Q3	$1K	Hold	22	–	–	﹤0.01%	1372
2020 Q2	$1K	Hold	22	–	–	﹤0.01%	1335
2020 Q1	$0	Buy	+22	New	+$873	﹤0.01%	1486

Other funds holding MBUU

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

TLM

Twin Lions Management Stamford, Connecticut $165M AUM 10.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LHC

Lodge Hill Capital New York $518M AUM 12.89% 1-Year Est. Return

First Horizon Advisors's MBUU Position: Q2 2025 in Review

First Horizon Advisors held its Malibu Boats (MBUU) position steady in Q2 2025 at 30 shares worth $940. The position accounts for ﹤0.01% of the portfolio, ranked #2175.

First Horizon Advisors first reported a position in MBUU in Q1 2020 and has held it in 22 quarters since. The position peaked at $17K in Q4 2021. 147 funds tracked by Wall St. Rank hold MBUU as of Q2 2025.

First Horizon Advisors held 30 shares of Malibu Boats worth $940 as of Q2 2025.
First Horizon Advisors left its Malibu Boats share count unchanged in Q2 2025.
Malibu Boats made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #2175 holding.
First Horizon Advisors first reported a position in Malibu Boats in Q1 2020 and has held it in 22 quarters since.
First Horizon Advisors's Malibu Boats position peaked at $17K in Q4 2021.
147 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.