Rockefeller Capital Management
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Rockefeller Capital Management’s Malibu Boats MBUU Stock Holding History

Rockefeller Capital Management’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 		$1.43K Hold
52
– – ﹤0.01% 4489
2026
Q1 		$1.35K Buy
+52
New +$1.55K ﹤0.01% 4454
2025
Q4 		– Sell
-13
Closed -$422 – 4775
2025
Q3 		$422 Buy
+13
New +$444 ﹤0.01% 4291
2022
Q3 		– Sell
-98
Closed -$5K – 4179
2022
Q2 		$5K Buy
98
+47
+92% +$2.55K ﹤0.01% 3460
2022
Q1 		$2K Sell
51
-148
-74% -$9.54K ﹤0.01% 3618
2021
Q4 		$13K Buy
+199
New +$14K ﹤0.01% 2847
2020
Q3 		– Sell
-48
Closed -$2K – 2697
2020
Q2 		$2K Buy
+48
New +$1.92K ﹤0.01% 2335

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

Rockefeller Capital Management's MBUU Position: Q2 2026 in Review

Rockefeller Capital Management held its Malibu Boats (MBUU) position steady in Q2 2026 at 52 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #4489.

Rockefeller Capital Management first reported a position in MBUU in Q2 2020 and has held it in 7 quarters since. The position peaked at $13K in Q4 2021. 142 funds tracked by Wall St. Rank hold MBUU as of Q2 2026.

  • Rockefeller Capital Management held 52 shares of Malibu Boats worth $1.43K as of Q2 2026.
  • Rockefeller Capital Management left its Malibu Boats share count unchanged in Q2 2026.
  • Malibu Boats made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #4489 holding.
  • Rockefeller Capital Management first reported a position in Malibu Boats in Q2 2020 and has held it in 7 quarters since.
  • Rockefeller Capital Management's Malibu Boats position peaked at $13K in Q4 2021.
  • 142 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.