PWA
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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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
GCM
Gates Capital Management New York $2.9B AUM 12.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PP
Pertento Partners London, United Kingdom $942M AUM 36.36% 1-Year Est. Return
SSP
Sixth Street Partners Dallas, Texas $711M AUM 9.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return