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Strategic Advocates’s Malibu Boats MBUU Stock Holding History

Strategic Advocates’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
Q1 		– Sell
-123
Closed -$3.51K – 471
2025
Q4 		$3.51K Hold
123
– – ﹤0.01% 455
2025
Q3 		$3.99K Buy
+123
New +$4.2K ﹤0.01% 433

Other funds holding MBUU

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
LHC
Lodge Hill Capital New York $518M AUM 12.89% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Strategic Advocates's MBUU Position: Q1 2026 in Review

Strategic Advocates sold out of Malibu Boats (MBUU) in Q1 2026, closing a stake of 123 shares — an estimated $3.51K sold.

Strategic Advocates first reported a position in MBUU in Q3 2025 and held it in 2 quarters. The position peaked at $3.99K in Q3 2025. 135 funds tracked by Wall St. Rank hold MBUU as of Q1 2026.

  • Strategic Advocates reported no remaining Malibu Boats position as of Q1 2026 after selling out during the quarter.
  • Strategic Advocates sold 123 Malibu Boats shares in Q1 2026, an estimated $3.51K.
  • Strategic Advocates first reported a position in Malibu Boats in Q3 2025 and held it in 2 quarters.
  • Strategic Advocates's Malibu Boats position peaked at $3.99K in Q3 2025.
  • 135 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.