UA
MBUU icon

Unison Advisors’s Malibu Boats MBUU Stock Holding History

Unison Advisors’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
Q1 		$227K Hold
8,744
– – 0.02% 175
2025
Q4 		$247K Hold
8,744
– – 0.02% 176
2025
Q3 		$284K Hold
8,744
– – 0.03% 172
2025
Q2 		$274K Hold
8,744
– – 0.03% 171
2025
Q1 		$268K Hold
8,744
– – 0.03% 172
2024
Q4 		$329K Hold
8,744
– – 0.04% 171
2024
Q3 		$339K Hold
8,744
– – 0.04% 169
2024
Q2 		$306K Hold
8,744
– – 0.04% 166
2024
Q1 		$378K Hold
8,744
– – 0.04% 161
2023
Q4 		$479K Hold
8,744
– – 0.05% 148
2023
Q3 		$429K Hold
8,744
– – 0.05% 150
2023
Q2 		$513K Buy
+8,744
New +$491K 0.06% 133

Other funds holding MBUU

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CB
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BlackRock
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Wellington Management Group
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TLM
Twin Lions Management Stamford, Connecticut $165M AUM 10.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
LHC
Lodge Hill Capital New York $518M AUM 12.89% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $18.1B AUM 18.25% 1-Year Est. Return