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Integrated Wealth Concepts’s Malibu Boats MBUU Stock Holding History

Integrated Wealth Concepts’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 		$1.45K Buy
+53
New +$1.41K ﹤0.01% 5446

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

Integrated Wealth Concepts's MBUU Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Malibu Boats (MBUU) in Q2 2026: 53 shares worth $1.45K. The stake represents ﹤0.01% of the portfolio and ranks #5446 among its holdings.

142 funds tracked by Wall St. Rank hold MBUU as of Q2 2026.

  • Integrated Wealth Concepts held 53 shares of Malibu Boats worth $1.45K as of Q2 2026.
  • Malibu Boats was a new Integrated Wealth Concepts position in Q2 2026.
  • Malibu Boats made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5446 holding.
  • 142 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.