SWM
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SHP Wealth Management’s MasterBrand MBC Stock Holding History

SHP Wealth Management’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 		$4.12K Hold
400
– – ﹤0.01% 1203
2026
Q1 		$3.32K Hold
400
– – ﹤0.01% 1159
2025
Q4 		$4.42K Buy
+400
New +$4.68K ﹤0.01% 1008

Other funds holding MBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
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
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return

SHP Wealth Management's MBC Position: Q2 2026 in Review

SHP Wealth Management held its MasterBrand (MBC) position steady in Q2 2026 at 400 shares worth $4.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

SHP Wealth Management first reported a position in MBC in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.42K in Q4 2025. 348 funds tracked by Wall St. Rank hold MBC as of Q2 2026.

  • SHP Wealth Management held 400 shares of MasterBrand worth $4.12K as of Q2 2026.
  • SHP Wealth Management left its MasterBrand share count unchanged in Q2 2026.
  • MasterBrand made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1203 holding.
  • SHP Wealth Management first reported a position in MasterBrand in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's MasterBrand position peaked at $4.42K in Q4 2025.
  • 348 funds tracked by Wall St. Rank held MasterBrand as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.