ORG Wealth Partners’s Malibu Boats MBUU Stock Holding History

ORG Wealth Partners’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 Q3	$664	Buy	+29	New	+$780	﹤0.01%	1926

Other funds holding MBUU

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

ORG Wealth Partners's MBUU Position: Q3 2026 in Review

ORG Wealth Partners opened a new position in Malibu Boats (MBUU) in Q3 2026: 29 shares worth $664. The stake represents ﹤0.01% of the portfolio and ranks #1926 among its holdings.

113 funds tracked by Wall St. Rank hold MBUU as of Q3 2026.

ORG Wealth Partners held 29 shares of Malibu Boats worth $664 as of Q3 2026.
Malibu Boats was a new ORG Wealth Partners position in Q3 2026.
Malibu Boats made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #1926 holding.
113 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.