Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s Malibu Boats MBUU Stock Holding History

Steward Partners Investment Advisory’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 		$2.33K Buy
+85
New +$2.26K ﹤0.01% 4207
2025
Q4 		– Sell
-164
Closed -$5.32K – 4413
2025
Q3 		$5.32K Hold
164
– – ﹤0.01% 3638
2025
Q2 		$5.14K Buy
+164
New +$4.93K ﹤0.01% 3475
2024
Q2 		– Sell
-200
Closed -$8.66K – 3672
2024
Q1 		$8.66K Hold
200
– – ﹤0.01% 2863
2023
Q4 		$11K Hold
200
– – ﹤0.01% 2668
2023
Q3 		$9.8K Hold
200
– – ﹤0.01% 2611
2023
Q2 		$11.7K Hold
200
– – ﹤0.01% 2519
2023
Q1 		$11.3K Hold
200
– – ﹤0.01% 2499
2022
Q4 		$10.7K Hold
200
– – ﹤0.01% 2513
2022
Q3 		$10K Sell
200
-54
-21% -$3.19K ﹤0.01% 2542
2022
Q2 		$13K Sell
254
-105
-29% -$5.7K ﹤0.01% 2419
2022
Q1 		$21K Sell
359
-119
-25% -$7.67K ﹤0.01% 2337
2021
Q4 		$33K Hold
478
– – ﹤0.01% 2095
2021
Q3 		$33K Sell
478
-128
-21% -$9.61K ﹤0.01% 2084
2021
Q2 		$44K Buy
606
+143
+31% +$11.4K ﹤0.01% 3620
2021
Q1 		$36.9K Buy
+463
New +$35.7K ﹤0.01% 2150
2017
Q4 		– Sell
-400
Closed -$12K – 1917
2017
Q3 		$12K Hold
400
– – ﹤0.01% 1075
2017
Q2 		$10K Buy
400
+200
+100% +$4.72K ﹤0.01% 1039
2017
Q1 		$4K Hold
200
– – ﹤0.01% 1179
2016
Q4 		$3K Buy
+200
New +$3.37K ﹤0.01% 719

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
Cooke & Bieler
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
Fort Washington Investment Advisors
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

Steward Partners Investment Advisory's MBUU Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in Malibu Boats (MBUU) in Q2 2026: 85 shares worth $2.33K. The stake represents ﹤0.01% of the portfolio and ranks #4207 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in MBUU as recently as Q3 2025.

Steward Partners Investment Advisory first reported a position in MBUU in Q4 2016 and has held it in 20 quarters since. The position peaked at $44K in Q2 2021. 141 funds tracked by Wall St. Rank hold MBUU as of Q2 2026.

  • Steward Partners Investment Advisory held 85 shares of Malibu Boats worth $2.33K as of Q2 2026.
  • Malibu Boats was a new Steward Partners Investment Advisory position in Q2 2026.
  • Malibu Boats made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4207 holding.
  • Steward Partners Investment Advisory first reported a position in Malibu Boats in Q4 2016 and has held it in 20 quarters since.
  • Steward Partners Investment Advisory's Malibu Boats position peaked at $44K in Q2 2021.
  • 141 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.