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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
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 $30.8B AUM 11.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TLM
Twin Lions Management Stamford, Connecticut $165M AUM 10.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $18.1B AUM 18.25% 1-Year Est. Return

Steward Partners Investment Advisory's MBUU Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of Malibu Boats (MBUU) in Q4 2025, closing a stake of 164 shares — an estimated $5.32K sold.

Steward Partners Investment Advisory first reported a position in MBUU in Q4 2016 and held it in 19 quarters. The position peaked at $44K in Q2 2021. 144 funds tracked by Wall St. Rank hold MBUU as of Q4 2025.

  • Steward Partners Investment Advisory reported no remaining Malibu Boats position as of Q4 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 164 Malibu Boats shares in Q4 2025, an estimated $5.32K.
  • Steward Partners Investment Advisory first reported a position in Malibu Boats in Q4 2016 and held it in 19 quarters.
  • Steward Partners Investment Advisory's Malibu Boats position peaked at $44K in Q2 2021.
  • 144 funds tracked by Wall St. Rank held Malibu Boats as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.