Global Wealth Strategies & Associates’s MasterBrand MBC Stock Holding History

Global Wealth Strategies & Associates’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 Q2	–	Sell	-200	Closed	-$1.66K	–	296
2026 Q1	$1.66K	Hold	200	–	–	﹤0.01%	435
2025 Q4	$2.21K	Hold	200	–	–	﹤0.01%	421
2025 Q3	$2.63K	Hold	200	–	–	﹤0.01%	374
2025 Q2	$2.19K	Hold	200	–	–	﹤0.01%	307
2025 Q1	$2.61K	Buy	+200	New	+$3.04K	﹤0.01%	367

Other funds holding MBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

CCM

Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RCM

Redwood Capital Management New York $927M AUM 153.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return

Global Wealth Strategies & Associates's MBC Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of MasterBrand (MBC) in Q2 2026, closing a stake of 200 shares — an estimated $1.66K sold.

Global Wealth Strategies & Associates first reported a position in MBC in Q1 2025 and held it in 5 quarters. The position peaked at $2.63K in Q3 2025. 346 funds tracked by Wall St. Rank hold MBC as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining MasterBrand position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 200 MasterBrand shares in Q2 2026, an estimated $1.66K.
Global Wealth Strategies & Associates first reported a position in MasterBrand in Q1 2025 and held it in 5 quarters.
Global Wealth Strategies & Associates's MasterBrand position peaked at $2.63K in Q3 2025.
346 funds tracked by Wall St. Rank held MasterBrand as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.