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True Wealth Design’s Malibu Boats MBUU Stock Holding History

True Wealth Design’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
Q2 		– Sell
-7
Closed -$182 – 2792
2026
Q1 		$182 Sell
7
-4
-36% -$119 ﹤0.01% 2347
2025
Q4 		$311 Sell
11
-8
-42% -$232 ﹤0.01% 2113
2025
Q3 		$617 Hold
19
– – ﹤0.01% 1939
2025
Q2 		$596 Buy
19
+10
+111% +$301 ﹤0.01% 1675
2025
Q1 		$277 Buy
+9
New +$310 ﹤0.01% 1810

Other funds holding MBUU

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
LHC
Lodge Hill Capital New York $596M AUM 24.4% 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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

True Wealth Design sold out of Malibu Boats (MBUU) in Q2 2026, closing a stake of 7 shares — an estimated $182 sold.

True Wealth Design first reported a position in MBUU in Q1 2025 and held it in 5 quarters. The position peaked at $617 in Q3 2025. 142 funds tracked by Wall St. Rank hold MBUU as of Q2 2026.

  • True Wealth Design reported no remaining Malibu Boats position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 7 Malibu Boats shares in Q2 2026, an estimated $182.
  • True Wealth Design first reported a position in Malibu Boats in Q1 2025 and held it in 5 quarters.
  • True Wealth Design's Malibu Boats position peaked at $617 in Q3 2025.
  • 142 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2026.

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