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Whipplewood Advisors’s MasterBrand MBC Stock Holding History

Whipplewood 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
-5
Closed -$42 – 894
2026
Q1 		$42 Buy
+5
New +$54 ﹤0.01% 1056
2025
Q3 		– Sell
-11
Closed -$120 – 818
2025
Q2 		$120 Buy
11
+7
+175% +$77 ﹤0.01% 1193
2025
Q1 		$144 Sell
4
-7
-64% -$106 ﹤0.01% 1195
2024
Q4 		$161 Buy
+11
New +$188 ﹤0.01% 1170

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

Whipplewood Advisors's MBC Position: Q2 2026 in Review

Whipplewood Advisors sold out of MasterBrand (MBC) in Q2 2026, closing a stake of 5 shares — an estimated $42 sold.

Whipplewood Advisors first reported a position in MBC in Q4 2024 and held it in 4 quarters. The position peaked at $161 in Q4 2024. 346 funds tracked by Wall St. Rank hold MBC as of Q2 2026.

  • Whipplewood Advisors reported no remaining MasterBrand position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 5 MasterBrand shares in Q2 2026, an estimated $42.
  • Whipplewood Advisors first reported a position in MasterBrand in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's MasterBrand position peaked at $161 in Q4 2024.
  • 346 funds tracked by Wall St. Rank held MasterBrand as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.