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Stephens Consulting’s Malibu Boats MBUU Stock Holding History

Stephens Consulting’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
Q2 		– Sell
-15
Closed -$461 – 1650
2025
Q1 		$461 Buy
+15
New +$517 ﹤0.01% 939
2024
Q3 		– Sell
-23
Closed -$806 – 599
2024
Q2 		$806 Buy
+23
New +$841 ﹤0.01% 610

Other funds holding MBUU

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
TLM
Twin Lions Management Stamford, Connecticut $165M AUM 10.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LHC
Lodge Hill Capital New York $518M AUM 12.89% 1-Year Est. Return

Stephens Consulting's MBUU Position: Q2 2025 in Review

Stephens Consulting sold out of Malibu Boats (MBUU) in Q2 2025, closing a stake of 15 shares — an estimated $461 sold.

Stephens Consulting first reported a position in MBUU in Q2 2024 and held it in 2 quarters. The position peaked at $806 in Q2 2024. 147 funds tracked by Wall St. Rank hold MBUU as of Q2 2025.

  • Stephens Consulting reported no remaining Malibu Boats position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 15 Malibu Boats shares in Q2 2025, an estimated $461.
  • Stephens Consulting first reported a position in Malibu Boats in Q2 2024 and held it in 2 quarters.
  • Stephens Consulting's Malibu Boats position peaked at $806 in Q2 2024.
  • 147 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.