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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RCM
Redwood Capital Management New York $927M AUM 153.64% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return

True Wealth Design's MBC Position: Q2 2026 in Review

True Wealth Design opened a new position in MasterBrand (MBC) in Q2 2026: 5 shares worth $52. The stake represents ﹤0.01% of the portfolio and ranks #2596 among its holdings. This is a return to the name: True Wealth Design previously reported a position in MBC as recently as Q4 2025.

True Wealth Design first reported a position in MBC in Q4 2022 and has held it in 5 quarters since. The position peaked at $277 in Q3 2025. 345 funds tracked by Wall St. Rank hold MBC as of Q2 2026.

  • True Wealth Design held 5 shares of MasterBrand worth $52 as of Q2 2026.
  • MasterBrand was a new True Wealth Design position in Q2 2026.
  • MasterBrand made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2596 holding.
  • True Wealth Design first reported a position in MasterBrand in Q4 2022 and has held it in 5 quarters since.
  • True Wealth Design's MasterBrand position peaked at $277 in Q3 2025.
  • 345 funds tracked by Wall St. Rank held MasterBrand as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.