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Spire Wealth Management’s MasterBrand MBC Stock Holding History

Spire 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
2025
Q2 		– Sell
-901
Closed -$11.8K – 2491
2025
Q1 		$11.8K Sell
901
-9
-1% -$137 ﹤0.01% 1789
2024
Q4 		$13.3K Buy
+910
New +$15.5K ﹤0.01% 1761

Other funds holding MBC

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GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Spire Wealth Management's MBC Position: Q2 2025 in Review

Spire Wealth Management sold out of MasterBrand (MBC) in Q2 2025, closing a stake of 901 shares — an estimated $11.8K sold.

Spire Wealth Management first reported a position in MBC in Q4 2024 and held it in 2 quarters. The position peaked at $13.3K in Q4 2024. 325 funds tracked by Wall St. Rank hold MBC as of Q2 2025.

  • Spire Wealth Management reported no remaining MasterBrand position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 901 MasterBrand shares in Q2 2025, an estimated $11.8K.
  • Spire Wealth Management first reported a position in MasterBrand in Q4 2024 and held it in 2 quarters.
  • Spire Wealth Management's MasterBrand position peaked at $13.3K in Q4 2024.
  • 325 funds tracked by Wall St. Rank held MasterBrand as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.