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Private Wealth Management Group’s Malibu Boats MBUU Stock Holding History

Private Wealth Management Group’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
2025
Q1 		– Sell
-41
Closed -$1.54K – 1546
2024
Q4 		$1.54K Hold
41
– – ﹤0.01% 1188
2024
Q3 		$1.59K Hold
41
– – ﹤0.01% 1151
2024
Q2 		$1.44K Buy
+41
New +$1.5K ﹤0.01% 1169

Other funds holding MBUU

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
TLM
Twin Lions Management Stamford, Connecticut $165M AUM 10.42% 1-Year Est. Return

Private Wealth Management Group's MBUU Position: Q1 2025 in Review

Private Wealth Management Group sold out of Malibu Boats (MBUU) in Q1 2025, closing a stake of 41 shares — an estimated $1.54K sold.

Private Wealth Management Group first reported a position in MBUU in Q2 2024 and held it in 3 quarters. The position peaked at $1.59K in Q3 2024. 138 funds tracked by Wall St. Rank hold MBUU as of Q1 2025.

  • Private Wealth Management Group reported no remaining Malibu Boats position as of Q1 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 41 Malibu Boats shares in Q1 2025, an estimated $1.54K.
  • Private Wealth Management Group first reported a position in Malibu Boats in Q2 2024 and held it in 3 quarters.
  • Private Wealth Management Group's Malibu Boats position peaked at $1.59K in Q3 2024.
  • 138 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2025.

Based on Private Wealth Management Group's 13F filing for Q1 2025, filed 2 May 2025.