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True Wealth Design’s MasterBrand MBC Stock Holding History

True Wealth Design’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
2026
Q3 		– Sell
-5
Closed -$52 – 2706
2026
Q2 		$52 Buy
+5
New +$43 ﹤0.01% 2596
2026
Q1 		– Sell
-21
Closed -$232 – 2790
2025
Q4 		$232 Hold
21
– – ﹤0.01% 2191
2025
Q3 		$277 Hold
21
– – ﹤0.01% 2217
2025
Q2 		$230 Buy
+21
New +$232 ﹤0.01% 2029
2023
Q1 		– Sell
-5
Closed -$38 – 884
2022
Q4 		$38 Buy
+5
New +$41 ﹤0.01% 781

Other funds holding MBC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

True Wealth Design's MBC Position: Q3 2026 in Review

True Wealth Design sold out of MasterBrand (MBC) in Q3 2026, closing a stake of 5 shares — an estimated $52 sold.

True Wealth Design first reported a position in MBC in Q4 2022 and held it in 5 quarters. The position peaked at $277 in Q3 2025. 14 funds tracked by Wall St. Rank hold MBC as of Q3 2026.

  • True Wealth Design reported no remaining MasterBrand position as of Q3 2026 after selling out during the quarter.
  • True Wealth Design sold 5 MasterBrand shares in Q3 2026, an estimated $52.
  • True Wealth Design first reported a position in MasterBrand in Q4 2022 and held it in 5 quarters.
  • True Wealth Design's MasterBrand position peaked at $277 in Q3 2025.
  • 14 funds tracked by Wall St. Rank held MasterBrand as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.