Physician Wealth Advisors’s MasterBrand MBC Stock Holding History

Physician Wealth 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
2026 Q2	$5.3K	Buy	515 +40	+8%	+$342	﹤0.01%	1068
2026 Q1	$3.95K	Buy	475 +450	+1,800%	+$4.86K	﹤0.01%	1090
2025 Q4	$276	Hold	25	–	–	﹤0.01%	1990
2025 Q3	$330	Hold	25	–	–	﹤0.01%	1862
2025 Q2	$274	Hold	25	–	–	﹤0.01%	1762
2025 Q1	$327	Hold	25	–	–	﹤0.01%	1386
2024 Q4	$366	Buy	+25	New	+$426	﹤0.01%	1108

Other funds holding MBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

CCM

Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RCM

Redwood Capital Management New York $927M AUM 153.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return

Physician Wealth Advisors's MBC Position: Q2 2026 in Review

Physician Wealth Advisors increased its MasterBrand (MBC) stake by 8.4% in Q2 2026, buying an estimated $342 and bringing the position to 515 shares worth $5.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

Physician Wealth Advisors first reported a position in MBC in Q4 2024 and has held it in 7 quarters since. 346 funds tracked by Wall St. Rank hold MBC as of Q2 2026.

Physician Wealth Advisors held 515 shares of MasterBrand worth $5.3K as of Q2 2026.
Physician Wealth Advisors bought 40 MasterBrand shares in Q2 2026, an estimated $342.
MasterBrand made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1068 holding.
Physician Wealth Advisors first reported a position in MasterBrand in Q4 2024 and has held it in 7 quarters since.
346 funds tracked by Wall St. Rank held MasterBrand as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.