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IFP Advisors’s Malibu Boats MBUU Stock Holding History

IFP Advisors’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
2025
Q4 		– Sell
-4
Closed -$130 – 4982
2025
Q3 		$130 Buy
+4
New +$137 ﹤0.01% 4497
2025
Q2 		– Hold
0
– – – 3986
2025
Q1 		– Hold
0
– – – 3589
2024
Q4 		– Sell
-167
Closed -$6.92K – 3529
2024
Q3 		$6.48K Sell
167
-378
-69% -$13.6K ﹤0.01% 2586
2024
Q2 		$19.1K Buy
545
+28
+5% +$1.02K ﹤0.01% 2108
2024
Q1 		$22.4K Hold
517
– – ﹤0.01% 1918
2023
Q4 		$28.3K Hold
517
– – ﹤0.01% 1781
2023
Q3 		$25.3K Buy
+517
New +$27.8K ﹤0.01% 1823
2023
Q1 		– Sell
-23
Closed -$2K – 4011
2022
Q4 		$2K Sell
23
-52
-69% -$2.79K ﹤0.01% 4181
2022
Q3 		$3K Sell
75
-15
-17% -$885 ﹤0.01% 4234
2022
Q2 		$4K Hold
90
– – ﹤0.01% 3900
2022
Q1 		$4K Buy
+90
New +$5.8K ﹤0.01% 3899
2021
Q1 		– Sell
-53
Closed -$4.09K – 3138
2020
Q4 		$4K Buy
53
+9
+20% +$519 ﹤0.01% 2412
2020
Q3 		$3K Sell
44
-4
-8% -$217 ﹤0.01% 2373
2020
Q2 		$3K Sell
48
-7
-13% -$280 ﹤0.01% 2276
2020
Q1 		$1K Buy
+55
New +$2.18K ﹤0.01% 2559
2019
Q1 		$2K Hold
60
– – ﹤0.01% 2090
2018
Q4 		$2K Buy
60
+10
+20% +$439 ﹤0.01% 3171
2018
Q3 		$3K Hold
50
– – ﹤0.01% 3428
2018
Q2 		$2K Hold
50
– – ﹤0.01% 3599
2018
Q1 		$1K Hold
50
– – ﹤0.01% 3646
2017
Q4 		$1K Hold
50
– – ﹤0.01% 3697
2017
Q3 		$2K Buy
+50
New +$1.38K ﹤0.01% 3755
2016
Q2 		– Sell
-60
Closed -$2K – 3969
2016
Q1 		$2K Buy
+60
New +$876 ﹤0.01% 2089

Other funds holding MBUU

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TLM
Twin Lions Management Stamford, Connecticut $128M AUM 14.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LHC
Lodge Hill Capital New York $596M AUM 24.4% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

IFP Advisors's MBUU Position: Q4 2025 in Review

IFP Advisors sold out of Malibu Boats (MBUU) in Q4 2025, closing a stake of 4 shares — an estimated $130 sold.

IFP Advisors first reported a position in MBUU in Q1 2016 and held it in 22 quarters. The position peaked at $28.3K in Q4 2023. 143 funds tracked by Wall St. Rank hold MBUU as of Q4 2025.

  • IFP Advisors reported no remaining Malibu Boats position as of Q4 2025 after selling out during the quarter.
  • IFP Advisors sold 4 Malibu Boats shares in Q4 2025, an estimated $130.
  • IFP Advisors first reported a position in Malibu Boats in Q1 2016 and held it in 22 quarters.
  • IFP Advisors's Malibu Boats position peaked at $28.3K in Q4 2023.
  • 143 funds tracked by Wall St. Rank held Malibu Boats as of Q4 2025.

Based on IFP Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.