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Hennion & Walsh Asset Management’s Malibu Boats MBUU Stock Holding History

Hennion & Walsh 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
Q3 		$235K Buy
10,234
+2,139
+26% +$57.5K 0.01% 902
2026
Q2 		$222K Buy
+8,095
New +$215K 0.01% 908

Other funds holding MBUU

CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Hennion & Walsh Asset Management's MBUU Position: Q3 2026 in Review

Hennion & Walsh Asset Management increased its Malibu Boats (MBUU) stake by 26% in Q3 2026, buying an estimated $57.5K and bringing the position to 10,234 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #902.

Hennion & Walsh Asset Management first reported a position in MBUU in Q2 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold MBUU as of Q3 2026.

  • Hennion & Walsh Asset Management held 10,234 shares of Malibu Boats worth $235K as of Q3 2026.
  • Hennion & Walsh Asset Management bought 2,139 Malibu Boats shares in Q3 2026, an estimated $57.5K.
  • Malibu Boats made up 0.01% of Hennion & Walsh Asset Management's portfolio in Q3 2026, its #902 holding.
  • Hennion & Walsh Asset Management first reported a position in Malibu Boats in Q2 2026 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.