GRP
MBUU icon

Global Retirement Partners’s Malibu Boats MBUU Stock Holding History

Global Retirement Partners’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 		$686 Buy
+25
New +$665 ﹤0.01% 4246
2025
Q4 		$536 Hold
19
– – ﹤0.01% 3986
2025
Q3 		$617 Hold
19
– – ﹤0.01% 3611
2025
Q2 		$595 Buy
+19
New +$572 ﹤0.01% 3556
2024
Q4 		$714 Sell
19
-11
-37% -$456 ﹤0.01% 3342
2024
Q3 		$1.16K Sell
30
-6
-17% -$216 ﹤0.01% 3103
2024
Q2 		$1.26K Buy
36
+5
+16% +$183 ﹤0.01% 3105
2024
Q1 		$1.34K Sell
31
-3
-9% -$138 ﹤0.01% 2887
2023
Q4 		$1.7K Buy
34
+28
+467% +$1.34K ﹤0.01% 2733
2023
Q3 		$294 Hold
6
– – ﹤0.01% 3064
2023
Q2 		$352 Hold
6
– – ﹤0.01% 3025
2023
Q1 		$343 Buy
+6
New +$351 ﹤0.01% 3004

Other funds holding MBUU

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
LHC
Lodge Hill Capital New York $596M AUM 24.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Global Retirement Partners's MBUU Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Malibu Boats (MBUU) in Q2 2026: 25 shares worth $686. The stake represents ﹤0.01% of the portfolio and ranks #4246 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in MBUU as recently as Q4 2025.

Global Retirement Partners first reported a position in MBUU in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.7K in Q4 2023. 142 funds tracked by Wall St. Rank hold MBUU as of Q2 2026.

  • Global Retirement Partners held 25 shares of Malibu Boats worth $686 as of Q2 2026.
  • Malibu Boats was a new Global Retirement Partners position in Q2 2026.
  • Malibu Boats made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4246 holding.
  • Global Retirement Partners first reported a position in Malibu Boats in Q1 2023 and has held it in 12 quarters since.
  • Global Retirement Partners's Malibu Boats position peaked at $1.7K in Q4 2023.
  • 142 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.