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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
Q3 		$253 Buy
+11
New +$296 ﹤0.01% 2301
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

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

True Wealth Design opened a new position in Malibu Boats (MBUU) in Q3 2026: 11 shares worth $253. The stake represents ﹤0.01% of the portfolio and ranks #2301 among its holdings. This is a return to the name: True Wealth Design previously reported a position in MBUU as recently as Q1 2026.

True Wealth Design first reported a position in MBUU in Q1 2025 and has held it in 6 quarters since. The position peaked at $617 in Q3 2025. 9 funds tracked by Wall St. Rank hold MBUU as of Q3 2026.

  • True Wealth Design held 11 shares of Malibu Boats worth $253 as of Q3 2026.
  • Malibu Boats was a new True Wealth Design position in Q3 2026.
  • Malibu Boats made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2301 holding.
  • True Wealth Design first reported a position in Malibu Boats in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Malibu Boats position peaked at $617 in Q3 2025.
  • 9 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2026.

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