Nisa Investment Advisors
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Nisa Investment Advisors’s Malibu Boats MBUU Stock Holding History

Nisa Investment Advisors’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
Q1 		$6.12K Hold
236
– – ﹤0.01% 2408
2025
Q4 		$6.66K Sell
236
-111
-32% -$3.22K ﹤0.01% 2377
2025
Q3 		$11.3K Hold
347
– – ﹤0.01% 2231
2025
Q2 		$10.9K Buy
+347
New +$10.4K ﹤0.01% 2226
2025
Q1 		– Sell
-104
Closed -$3.91K – 3033
2024
Q4 		$3.91K Hold
104
– – ﹤0.01% 2336
2024
Q3 		$4.04K Buy
104
+82
+373% +$2.95K ﹤0.01% 2259
2024
Q2 		$771 Hold
22
– – ﹤0.01% 2581
2024
Q1 		$952 Buy
22
+6
+38% +$275 ﹤0.01% 2374
2023
Q4 		$877 Hold
16
– – ﹤0.01% 2288
2023
Q3 		$784 Hold
16
– – ﹤0.01% 2436
2023
Q2 		$939 Hold
16
– – ﹤0.01% 2445
2023
Q1 		$1K Sell
16
-700
-98% -$40.9K ﹤0.01% 2416
2022
Q4 		$38K Hold
716
– – ﹤0.01% 1858
2022
Q3 		$38K Buy
716
+16
+2% +$944 ﹤0.01% 1842
2022
Q2 		$37K Hold
700
– – ﹤0.01% 1842
2022
Q1 		$41K Hold
700
– – ﹤0.01% 1897
2021
Q4 		$46K Sell
700
-50
-7% -$3.51K ﹤0.01% 1757
2021
Q3 		$52 Hold
750
– – ﹤0.01% 1923
2021
Q2 		$55 Hold
750
– – ﹤0.01% 1915
2021
Q1 		$60 Hold
750
– – ﹤0.01% 1940
2020
Q4 		$47K Buy
750
+100
+15% +$5.77K ﹤0.01% 1998
2020
Q3 		$32K Buy
+650
New +$35.3K ﹤0.01% 1980

Other funds holding MBUU

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 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 $535B AUM 26.23% 1-Year Est. Return
TLM
Twin Lions Management Stamford, Connecticut $165M AUM 10.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
LHC
Lodge Hill Capital New York $518M AUM 12.89% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Nisa Investment Advisors's MBUU Position: Q1 2026 in Review

Nisa Investment Advisors held its Malibu Boats (MBUU) position steady in Q1 2026 at 236 shares worth $6.12K. The position accounts for ﹤0.01% of the portfolio, ranked #2408.

Nisa Investment Advisors first reported a position in MBUU in Q3 2020 and has held it in 22 quarters since. The position peaked at $47K in Q4 2020. 135 funds tracked by Wall St. Rank hold MBUU as of Q1 2026.

  • Nisa Investment Advisors held 236 shares of Malibu Boats worth $6.12K as of Q1 2026.
  • Nisa Investment Advisors left its Malibu Boats share count unchanged in Q1 2026.
  • Malibu Boats made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #2408 holding.
  • Nisa Investment Advisors first reported a position in Malibu Boats in Q3 2020 and has held it in 22 quarters since.
  • Nisa Investment Advisors's Malibu Boats position peaked at $47K in Q4 2020.
  • 135 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.