Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Malibu Boats MBUU Stock Holding History

Northwestern Mutual Wealth Management’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 		$2.13K Buy
+82
New +$2.45K ﹤0.01% 3582
2025
Q1 		– Sell
-66
Closed -$2.48K – 3832
2024
Q4 		$2.48K Hold
66
– – ﹤0.01% 3132
2024
Q3 		$2.56K Hold
66
– – ﹤0.01% 3072
2024
Q2 		$2.31K Sell
66
-24
-27% -$878 ﹤0.01% 3066
2024
Q1 		$3.9K Hold
90
– – ﹤0.01% 2903
2023
Q4 		$4.93K Hold
90
– – ﹤0.01% 2863
2023
Q3 		$4.41K Buy
90
+8
+10% +$430 ﹤0.01% 2786
2023
Q2 		$4.81K Buy
+82
New +$4.6K ﹤0.01% 2798
2022
Q3 		– Sell
-283
Closed -$15K – 3274
2022
Q2 		$15K Sell
283
-30
-10% -$1.63K ﹤0.01% 2374
2022
Q1 		$18K Buy
313
+2
+0.6% +$129 ﹤0.01% 2344
2021
Q4 		$21K Buy
311
+53
+21% +$3.72K ﹤0.01% 2316
2021
Q3 		$18K Buy
258
+17
+7% +$1.28K ﹤0.01% 2258
2021
Q2 		$18K Buy
+241
New +$19.2K ﹤0.01% 2228
2016
Q2 		– Sell
-855
Closed -$14K – 2173
2016
Q1 		$14K Buy
+855
New +$12.5K ﹤0.01% 1321

Other funds holding MBUU

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Northwestern Mutual Wealth Management's MBUU Position: Q1 2026 in Review

Northwestern Mutual Wealth Management opened a new position in Malibu Boats (MBUU) in Q1 2026: 82 shares worth $2.13K. The stake represents ﹤0.01% of the portfolio and ranks #3582 among its holdings. This is a return to the name: Northwestern Mutual Wealth Management previously reported a position in MBUU as recently as Q4 2024.

Northwestern Mutual Wealth Management first reported a position in MBUU in Q1 2016 and has held it in 14 quarters since. The position peaked at $21K in Q4 2021. 135 funds tracked by Wall St. Rank hold MBUU as of Q1 2026.

  • Northwestern Mutual Wealth Management held 82 shares of Malibu Boats worth $2.13K as of Q1 2026.
  • Malibu Boats was a new Northwestern Mutual Wealth Management position in Q1 2026.
  • Malibu Boats made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #3582 holding.
  • Northwestern Mutual Wealth Management first reported a position in Malibu Boats in Q1 2016 and has held it in 14 quarters since.
  • Northwestern Mutual Wealth Management's Malibu Boats position peaked at $21K in Q4 2021.
  • 135 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.