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Vermillion Wealth Management’s Malibu Boats MBUU Stock Holding History

Vermillion Wealth Management’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
-25
Closed -$648 – 2076
2026
Q1 		$648 Hold
25
– – ﹤0.01% 936
2025
Q4 		$705 Buy
+25
New +$725 ﹤0.01% 564
2025
Q2 		– Sell
-25
Closed -$767 – 566
2025
Q1 		$767 Hold
25
– – ﹤0.01% 1243
2024
Q4 		$940 Buy
+25
New +$1.04K ﹤0.01% 489

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

Vermillion Wealth Management's MBUU Position: Q2 2026 in Review

Vermillion Wealth Management sold out of Malibu Boats (MBUU) in Q2 2026, closing a stake of 25 shares — an estimated $648 sold.

Vermillion Wealth Management first reported a position in MBUU in Q4 2024 and held it in 4 quarters. The position peaked at $940 in Q4 2024. 142 funds tracked by Wall St. Rank hold MBUU as of Q2 2026.

  • Vermillion Wealth Management reported no remaining Malibu Boats position as of Q2 2026 after selling out during the quarter.
  • Vermillion Wealth Management sold 25 Malibu Boats shares in Q2 2026, an estimated $648.
  • Vermillion Wealth Management first reported a position in Malibu Boats in Q4 2024 and held it in 4 quarters.
  • Vermillion Wealth Management's Malibu Boats position peaked at $940 in Q4 2024.
  • 142 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2026.

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