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Root Financial Partners’s Malibu Boats MBUU Stock Holding History

Root Financial Partners’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 		– Sell
-30
Closed -$778 – 2026
2026
Q1 		$778 Buy
+30
New +$895 ﹤0.01% 2698

Other funds holding MBUU

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
VIM
Villanova Investment Management Wayne, Pennsylvania $105M AUM 9.97% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Root Financial Partners's MBUU Position: Q2 2026 in Review

Root Financial Partners sold out of Malibu Boats (MBUU) in Q2 2026, closing a stake of 30 shares — an estimated $778 sold.

Root Financial Partners first reported a position in MBUU in Q1 2026 and held it in 1 quarter. The position peaked at $778 in Q1 2026. 15 funds tracked by Wall St. Rank hold MBUU as of Q2 2026.

  • Root Financial Partners reported no remaining Malibu Boats position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 30 Malibu Boats shares in Q2 2026, an estimated $778.
  • Root Financial Partners first reported a position in Malibu Boats in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Malibu Boats position peaked at $778 in Q1 2026.
  • 15 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.