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United Capital Financial Advisors’s MasterBrand MBC Stock Holding History

United Capital Financial Advisors’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 		– Sell
-12,223
Closed -$102K – 1695
2026
Q1 		$102K Sell
12,223
-738
-6% -$7.98K ﹤0.01% 1595
2025
Q4 		$143K Buy
+12,961
New +$152K ﹤0.01% 1341

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

United Capital Financial Advisors's MBC Position: Q2 2026 in Review

United Capital Financial Advisors sold out of MasterBrand (MBC) in Q2 2026, closing a stake of 12,223 shares — an estimated $102K sold.

United Capital Financial Advisors first reported a position in MBC in Q4 2025 and held it in 2 quarters. The position peaked at $143K in Q4 2025. 348 funds tracked by Wall St. Rank hold MBC as of Q2 2026.

  • United Capital Financial Advisors reported no remaining MasterBrand position as of Q2 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 12,223 MasterBrand shares in Q2 2026, an estimated $102K.
  • United Capital Financial Advisors first reported a position in MasterBrand in Q4 2025 and held it in 2 quarters.
  • United Capital Financial Advisors's MasterBrand position peaked at $143K in Q4 2025.
  • 348 funds tracked by Wall St. Rank held MasterBrand as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.