MWA
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return
SSP
Sixth Street Partners Dallas, Texas $711M AUM 9.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Medallion Wealth Advisors's MBC Position: Q1 2026 in Review

Medallion Wealth Advisors held its MasterBrand (MBC) position steady in Q1 2026 at 470 shares worth $3.91K. The position accounts for ﹤0.01% of the portfolio, ranked #921.

Medallion Wealth Advisors first reported a position in MBC in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.19K in Q3 2025. 335 funds tracked by Wall St. Rank hold MBC as of Q1 2026.

  • Medallion Wealth Advisors held 470 shares of MasterBrand worth $3.91K as of Q1 2026.
  • Medallion Wealth Advisors left its MasterBrand share count unchanged in Q1 2026.
  • MasterBrand made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #921 holding.
  • Medallion Wealth Advisors first reported a position in MasterBrand in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's MasterBrand position peaked at $6.19K in Q3 2025.
  • 335 funds tracked by Wall St. Rank held MasterBrand as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.