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Global Trust Asset Management’s Malibu Boats MBUU Stock Holding History

Global Trust Asset Management’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 		$8.37K Sell
305
-334
-52% -$8.88K ﹤0.01% 346
2026
Q1 		$16.6K Sell
639
-72
-10% -$2.15K 0.01% 333
2025
Q4 		$20.1K Hold
711
– – 0.01% 296
2025
Q3 		$23.1K Sell
711
-30
-4% -$1.02K 0.01% 337
2025
Q2 		$23.2K Sell
741
-178
-19% -$5.36K 0.01% 322
2025
Q1 		$28.2K Hold
919
– – 0.02% 287
2024
Q4 		$34.5K Hold
919
– – 0.01% 316
2024
Q3 		$35.7K Sell
919
-38
-4% -$1.37K 0.01% 304
2024
Q2 		$33.5K Hold
957
– – 0.01% 285
2024
Q1 		$41.4K Hold
957
– – 0.02% 269
2023
Q4 		$52.5K Hold
957
– – 0.02% 242
2023
Q3 		$46.9K Hold
957
– – 0.02% 243
2023
Q2 		$56.1K Hold
957
– – 0.03% 232
2023
Q1 		$54K Buy
957
+9
+0.9% +$526 0.03% 226
2022
Q4 		$50.5K Hold
948
– – 0.03% 223
2022
Q3 		$45K Buy
948
+448
+90% +$26.4K 0.02% 220
2022
Q2 		$26K Hold
500
– – 0.01% 266
2022
Q1 		$29K Hold
500
– – 0.01% 313
2021
Q4 		$34K Buy
500
+32
+7% +$2.25K 0.01% 280
2021
Q3 		$33K Buy
+468
New +$35.2K 0.01% 260

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 Trust Asset Management's MBUU Position: Q2 2026 in Review

Global Trust Asset Management reduced its Malibu Boats (MBUU) stake by 52% in Q2 2026, selling an estimated $8.88K and leaving 305 shares worth $8.37K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

Global Trust Asset Management first reported a position in MBUU in Q3 2021 and has held it in 20 quarters since. The position peaked at $56.1K in Q2 2023. 142 funds tracked by Wall St. Rank hold MBUU as of Q2 2026.

  • Global Trust Asset Management held 305 shares of Malibu Boats worth $8.37K as of Q2 2026.
  • Global Trust Asset Management sold 334 Malibu Boats shares in Q2 2026, an estimated $8.88K.
  • Malibu Boats made up ﹤0.01% of Global Trust Asset Management's portfolio in Q2 2026, its #346 holding.
  • Global Trust Asset Management first reported a position in Malibu Boats in Q3 2021 and has held it in 20 quarters since.
  • Global Trust Asset Management's Malibu Boats position peaked at $56.1K in Q2 2023.
  • 142 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2026.

Based on Global Trust Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.