Wealth Enhancement Advisory Services’s MasterBrand MBC Stock Holding History

Wealth Enhancement Advisory Services’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	$136K	Buy	+14,996	New	+$128K	﹤0.01%	3723
2026 Q1	–	Sell	-18,334	Closed	-$209K	–	3767
2025 Q4	$209K	Sell	18,334 -794	-4%	-$9.29K	﹤0.01%	3243
2025 Q3	$246K	Sell	19,128 -352	-2%	-$4.35K	﹤0.01%	2950
2025 Q2	$226K	Buy	19,480 +7,660	+65%	+$84.8K	﹤0.01%	2889
2025 Q1	$154K	Sell	11,820 -5,306	-31%	-$80.7K	﹤0.01%	2678
2024 Q4	$250K	Buy	17,126 +6,990	+69%	+$119K	﹤0.01%	2526
2024 Q3	$188K	Buy	10,136 +49	+0.5%	+$799	﹤0.01%	2460
2024 Q2	$148K	Buy	+10,087	New	+$167K	﹤0.01%	2347

Other funds holding MBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return

Wealth Enhancement Advisory Services's MBC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in MasterBrand (MBC) in Q2 2026: 14,996 shares worth $136K. The stake represents ﹤0.01% of the portfolio and ranks #3723 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in MBC as recently as Q4 2025.

Wealth Enhancement Advisory Services first reported a position in MBC in Q2 2024 and has held it in 8 quarters since. The position peaked at $250K in Q4 2024. 346 funds tracked by Wall St. Rank hold MBC as of Q2 2026.

Wealth Enhancement Advisory Services held 14,996 shares of MasterBrand worth $136K as of Q2 2026.
MasterBrand was a new Wealth Enhancement Advisory Services position in Q2 2026.
MasterBrand made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3723 holding.
Wealth Enhancement Advisory Services first reported a position in MasterBrand in Q2 2024 and has held it in 8 quarters since.
Wealth Enhancement Advisory Services's MasterBrand position peaked at $250K in Q4 2024.
346 funds tracked by Wall St. Rank held MasterBrand as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.