Optimum Investment Advisors’s MasterBrand MBC Stock Holding History

Optimum Investment 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
2025 Q3	$67.2K	Buy	5,100 +600	+13%	+$7.42K	0.03%	306
2025 Q2	$49.2K	Buy	4,500 +900	+25%	+$9.96K	0.02%	346
2025 Q1	$47K	Sell	3,600 -400	-10%	-$6.08K	0.02%	342
2024 Q4	$58.4K	Sell	4,000 -5,000	-56%	-$85.3K	0.03%	320
2024 Q3	$167K	Buy	9,000 +8,500	+1,700%	+$139K	0.07%	207
2024 Q2	$7.34K	Hold	500	–	–	﹤0.01%	544
2024 Q1	$9.37K	Buy	+500	New	+$7.93K	﹤0.01%	527

Other funds holding MBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

CCM

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DCP

Diameter Capital Partners New York $1.07B AUM 152.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Optimum Investment Advisors's MBC Position: Q3 2025 in Review

Optimum Investment Advisors increased its MasterBrand (MBC) stake by 13% in Q3 2025, buying an estimated $7.42K and bringing the position to 5,100 shares worth $67.2K. The position accounts for 0.03% of the portfolio, ranked #306.

Optimum Investment Advisors first reported a position in MBC in Q1 2024 and has held it in 7 quarters since. The position peaked at $167K in Q3 2024. 337 funds tracked by Wall St. Rank hold MBC as of Q3 2025.

Optimum Investment Advisors held 5,100 shares of MasterBrand worth $67.2K as of Q3 2025.
Optimum Investment Advisors bought 600 MasterBrand shares in Q3 2025, an estimated $7.42K.
MasterBrand made up 0.03% of Optimum Investment Advisors's portfolio in Q3 2025, its #306 holding.
Optimum Investment Advisors first reported a position in MasterBrand in Q1 2024 and has held it in 7 quarters since.
Optimum Investment Advisors's MasterBrand position peaked at $167K in Q3 2024.
337 funds tracked by Wall St. Rank held MasterBrand as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.