TLA
MBC icon

Tanglewood Legacy Advisors’s MasterBrand MBC Stock Holding History

Tanglewood Legacy Advisors’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
Q1 		– Sell
-715
Closed -$10.4K – 306
2024
Q4 		$10.4K Hold
715
– – ﹤0.01% 250
2024
Q3 		$13.3K Hold
715
– – 0.01% 227
2024
Q2 		$10.5K Hold
715
– – 0.01% 236
2024
Q1 		$13.4K Hold
715
– – 0.01% 237
2023
Q4 		$10.6K Hold
715
– – 0.01% 240
2023
Q3 		$8.69K Hold
715
– – 0.01% 254
2023
Q2 		$8.31K Hold
715
– – ﹤0.01% 255
2023
Q1 		$5.75K Hold
715
– – ﹤0.01% 254
2022
Q4 		$5.4K Buy
+715
New +$5.86K ﹤0.01% 223

Other funds holding MBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 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 $3.37T AUM 44.26% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tanglewood Legacy Advisors's MBC Position: Q1 2025 in Review

Tanglewood Legacy Advisors sold out of MasterBrand (MBC) in Q1 2025, closing a stake of 715 shares — an estimated $10.4K sold.

Tanglewood Legacy Advisors first reported a position in MBC in Q4 2022 and held it in 9 quarters. The position peaked at $13.4K in Q1 2024. 341 funds tracked by Wall St. Rank hold MBC as of Q1 2025.

  • Tanglewood Legacy Advisors reported no remaining MasterBrand position as of Q1 2025 after selling out during the quarter.
  • Tanglewood Legacy Advisors sold 715 MasterBrand shares in Q1 2025, an estimated $10.4K.
  • Tanglewood Legacy Advisors first reported a position in MasterBrand in Q4 2022 and held it in 9 quarters.
  • Tanglewood Legacy Advisors's MasterBrand position peaked at $13.4K in Q1 2024.
  • 341 funds tracked by Wall St. Rank held MasterBrand as of Q1 2025.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.