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Wealthspire Advisors (New York)’s MasterBrand MBC Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-1,112
Closed -$14.6K – 2124
2025
Q3 		$14.6K Buy
+1,112
New +$13.8K ﹤0.01% 1842

Other funds holding MBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.07B AUM 152.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SSP
Sixth Street Partners Dallas, Texas $711M AUM 9.3% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return

Wealthspire Advisors (New York)'s MBC Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of MasterBrand (MBC) in Q4 2025, closing a stake of 1,112 shares — an estimated $14.6K sold.

Wealthspire Advisors (New York) first reported a position in MBC in Q3 2025 and held it in 1 quarter. The position peaked at $14.6K in Q3 2025. 331 funds tracked by Wall St. Rank hold MBC as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining MasterBrand position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,112 MasterBrand shares in Q4 2025, an estimated $14.6K.
  • Wealthspire Advisors (New York) first reported a position in MasterBrand in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s MasterBrand position peaked at $14.6K in Q3 2025.
  • 331 funds tracked by Wall St. Rank held MasterBrand as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.