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Medallion Wealth Advisors’s MasterBrand MBC Stock Holding History

Medallion Wealth Advisors’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 		$2.65K Sell
13
-457
-97% -$3.9K ﹤0.01% 941
2026
Q1 		$3.91K Hold
470
– – ﹤0.01% 921
2025
Q4 		$5.19K Hold
470
– – ﹤0.01% 853
2025
Q3 		$6.19K Hold
470
– – ﹤0.01% 829
2025
Q2 		$5.34K Buy
470
+270
+135% +$2.99K ﹤0.01% 825
2025
Q1 		$2.61K Hold
200
– – ﹤0.01% 886
2024
Q4 		$2.61K Buy
+200
New +$3.41K ﹤0.01% 827

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

Medallion Wealth Advisors's MBC Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its MasterBrand (MBC) stake by 97% in Q2 2026, selling an estimated $3.9K and leaving 13 shares worth $2.65K. The position accounts for ﹤0.01% of the portfolio, ranked #941.

Medallion Wealth Advisors first reported a position in MBC in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.19K in Q3 2025. 348 funds tracked by Wall St. Rank hold MBC as of Q2 2026.

  • Medallion Wealth Advisors held 13 shares of MasterBrand worth $2.65K as of Q2 2026.
  • Medallion Wealth Advisors sold 457 MasterBrand shares in Q2 2026, an estimated $3.9K.
  • MasterBrand made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #941 holding.
  • Medallion Wealth Advisors first reported a position in MasterBrand in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's MasterBrand position peaked at $6.19K in Q3 2025.
  • 348 funds tracked by Wall St. Rank held MasterBrand as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.