MAI Capital Management’s Brookfield Business Partners BBU Stock Holding History

MAI Capital Management’s Portfolio BBU Stock Details BBU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2	Closed	-$71	–	5024
2025 Q4	$71	Hold	2	–	–	﹤0.01%	4204
2025 Q3	$66	Sell	2 -4	-67%	-$107	﹤0.01%	3758
2025 Q2	$156	Hold	6	–	–	﹤0.01%	3875
2025 Q1	$141	Hold	6	–	–	﹤0.01%	3341
2024 Q4	$141	Buy	+6	New	+$143	﹤0.01%	3404

Other funds holding BBU

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

MAI Capital Management's BBU Position: Q1 2026 in Review

MAI Capital Management sold out of Brookfield Business Partners (BBU) in Q1 2026, closing a stake of 2 shares — an estimated $71 sold.

MAI Capital Management first reported a position in BBU in Q4 2024 and held it in 5 quarters. The position peaked at $156 in Q2 2025. 2 funds tracked by Wall St. Rank hold BBU as of Q1 2026.

MAI Capital Management reported no remaining Brookfield Business Partners position as of Q1 2026 after selling out during the quarter.
MAI Capital Management sold 2 Brookfield Business Partners shares in Q1 2026, an estimated $71.
MAI Capital Management first reported a position in Brookfield Business Partners in Q4 2024 and held it in 5 quarters.
MAI Capital Management's Brookfield Business Partners position peaked at $156 in Q2 2025.
2 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.