Wealth Enhancement Advisory Services
MBC icon

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
Q3 		$137K Buy
19,768
+4,772
+32% +$40.1K ﹤0.01% 3866
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

PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Wealth Enhancement Advisory Services's MBC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its MasterBrand (MBC) stake by 32% in Q3 2026, buying an estimated $40.1K and bringing the position to 19,768 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #3866.

Wealth Enhancement Advisory Services first reported a position in MBC in Q2 2024 and has held it in 9 quarters since. The position peaked at $250K in Q4 2024. 14 funds tracked by Wall St. Rank hold MBC as of Q3 2026.

  • Wealth Enhancement Advisory Services held 19,768 shares of MasterBrand worth $137K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 4,772 MasterBrand shares in Q3 2026, an estimated $40.1K.
  • MasterBrand made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3866 holding.
  • Wealth Enhancement Advisory Services first reported a position in MasterBrand in Q2 2024 and has held it in 9 quarters since.
  • Wealth Enhancement Advisory Services's MasterBrand position peaked at $250K in Q4 2024.
  • 14 funds tracked by Wall St. Rank held MasterBrand as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.