Osaic Holdings
MBUU icon

Osaic Holdings’s Malibu Boats MBUU Stock Holding History

Osaic Holdings’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
Q2 		$438 Sell
16
-11
-41% -$293 ﹤0.01% 7675
2026
Q1 		$699 Hold
27
– – ﹤0.01% 7360
2025
Q4 		$761 Sell
27
-61
-69% -$1.77K ﹤0.01% 7342
2025
Q3 		$2.87K Buy
88
+13
+17% +$444 ﹤0.01% 7018
2025
Q2 		$2.34K Sell
75
-26
-26% -$782 ﹤0.01% 6877
2025
Q1 		$3.1K Sell
101
-26
-20% -$896 ﹤0.01% 6418
2024
Q4 		$4.77K Sell
127
-9,227
-99% -$382K ﹤0.01% 6224
2024
Q3 		$363K Buy
9,354
+7,302
+356% +$263K ﹤0.01% 3162
2024
Q2 		$71.9K Buy
2,052
+753
+58% +$27.5K ﹤0.01% 4391
2024
Q1 		$56.2K Sell
1,299
-5,485
-81% -$251K ﹤0.01% 4665
2023
Q4 		$371K Sell
6,784
-979
-13% -$46.9K ﹤0.01% 3407
2023
Q3 		$381K Buy
7,763
+1,948
+33% +$105K ﹤0.01% 3486
2023
Q2 		$341K Buy
5,815
+446
+8% +$25K ﹤0.01% 3479
2023
Q1 		$303K Buy
5,369
+516
+11% +$30.2K ﹤0.01% 3551
2022
Q4 		$258K Sell
4,853
-554
-10% -$29.7K ﹤0.01% 3636
2022
Q3 		$259K Buy
5,407
+745
+16% +$43.9K ﹤0.01% 3509
2022
Q2 		$245K Sell
4,662
-1,658
-26% -$90K ﹤0.01% 3590
2022
Q1 		$393K Buy
6,320
+970
+18% +$62.5K ﹤0.01% 3457
2021
Q4 		$367K Buy
5,350
+2,432
+83% +$171K ﹤0.01% 3371
2021
Q3 		$203K Buy
2,918
+345
+13% +$25.9K ﹤0.01% 3888
2021
Q2 		$188K Sell
2,573
-59
-2% -$4.7K ﹤0.01% 3905
2021
Q1 		$211K Buy
2,632
+513
+24% +$39.6K ﹤0.01% 3683
2020
Q4 		$132K Sell
2,119
-267
-11% -$15.4K ﹤0.01% 3839
2020
Q3 		$119K Sell
2,386
-155
-6% -$8.42K ﹤0.01% 3679
2020
Q2 		$131K Sell
2,541
-504
-17% -$20.1K ﹤0.01% 3486
2020
Q1 		$78K Buy
+3,045
New +$121K ﹤0.01% 3660

Other funds holding MBUU

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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 $580B AUM 38.23% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
LHC
Lodge Hill Capital New York $596M AUM 24.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Osaic Holdings's MBUU Position: Q2 2026 in Review

Osaic Holdings reduced its Malibu Boats (MBUU) stake by 41% in Q2 2026, selling an estimated $293 and leaving 16 shares worth $438. The position accounts for ﹤0.01% of the portfolio, ranked #7675.

Osaic Holdings first reported a position in MBUU in Q1 2020 and has held it in 26 quarters since. The position peaked at $393K in Q1 2022. 142 funds tracked by Wall St. Rank hold MBUU as of Q2 2026.

  • Osaic Holdings held 16 shares of Malibu Boats worth $438 as of Q2 2026.
  • Osaic Holdings sold 11 Malibu Boats shares in Q2 2026, an estimated $293.
  • Malibu Boats made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #7675 holding.
  • Osaic Holdings first reported a position in Malibu Boats in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Malibu Boats position peaked at $393K in Q1 2022.
  • 142 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.