GWM
MBC icon

Gilpin Wealth Management’s MasterBrand MBC Stock Holding History

Gilpin Wealth 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
Q3 		$70 Sell
10
-13
-57% -$109 ﹤0.01% 1354
2026
Q2 		$237 Buy
+23
New +$196 ﹤0.01% 878
2026
Q1 		– Sell
-8
Closed -$89 – 1044
2025
Q4 		$89 Buy
+8
New +$94 ﹤0.01% 856

Other funds holding MBC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

Gilpin Wealth Management's MBC Position: Q3 2026 in Review

Gilpin Wealth Management reduced its MasterBrand (MBC) stake by 57% in Q3 2026, selling an estimated $109 and leaving 10 shares worth $70. The position accounts for ﹤0.01% of the portfolio, ranked #1354.

Gilpin Wealth Management first reported a position in MBC in Q4 2025 and has held it in 3 quarters since. The position peaked at $237 in Q2 2026. 14 funds tracked by Wall St. Rank hold MBC as of Q3 2026.

  • Gilpin Wealth Management held 10 shares of MasterBrand worth $70 as of Q3 2026.
  • Gilpin Wealth Management sold 13 MasterBrand shares in Q3 2026, an estimated $109.
  • MasterBrand made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1354 holding.
  • Gilpin Wealth Management first reported a position in MasterBrand in Q4 2025 and has held it in 3 quarters since.
  • Gilpin Wealth Management's MasterBrand position peaked at $237 in Q2 2026.
  • 14 funds tracked by Wall St. Rank held MasterBrand as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.