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Measured Wealth Private Client Group’s MasterBrand MBC Stock Holding History

Measured Wealth Private Client Group’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 		$7.33K Hold
712
– – ﹤0.01% 597
2026
Q1 		$5.92K Hold
712
– – ﹤0.01% 600
2025
Q4 		$7.86K Hold
712
– – ﹤0.01% 579
2025
Q3 		$9.38K Buy
+712
New +$8.8K ﹤0.01% 567

Other funds holding MBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
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
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return

Measured Wealth Private Client Group's MBC Position: Q2 2026 in Review

Measured Wealth Private Client Group held its MasterBrand (MBC) position steady in Q2 2026 at 712 shares worth $7.33K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Measured Wealth Private Client Group first reported a position in MBC in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.38K in Q3 2025. 348 funds tracked by Wall St. Rank hold MBC as of Q2 2026.

  • Measured Wealth Private Client Group held 712 shares of MasterBrand worth $7.33K as of Q2 2026.
  • Measured Wealth Private Client Group left its MasterBrand share count unchanged in Q2 2026.
  • MasterBrand made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #597 holding.
  • Measured Wealth Private Client Group first reported a position in MasterBrand in Q3 2025 and has held it in 4 quarters since.
  • Measured Wealth Private Client Group's MasterBrand position peaked at $9.38K in Q3 2025.
  • 348 funds tracked by Wall St. Rank held MasterBrand as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.