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Creative Planning MBC Position History
MasterBrand, Inc. • Consumer Cyclical
Quarters held
8
Latest value
$1.5M
Q3 2026
Peak value
$4.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $35K |
| Q3 2025 | $777K |
| Q4 2025 | $1.3M |
| Q1 2026 | $985K |
| Q2 2026 | $101K |
| Q2 2026 | $4.3M |
| Q3 2026 | $62K |
| Q3 2026 | $1.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.5M | 212.6K | — | — |
| Q3 2026 | $62K | 8.9K | — | — |
| Q2 2026 | $4.3M | 415.8K | — | — |
| Q2 2026 | $101K | 9.8K | — | — |
| Q1 2026 | $985K | 118.6K | — | — |
| Q4 2025 | $1.3M | 115.8K | — | — |
| Q3 2025 | $777K | 59.0K | — | — |
| Q3 2025 | $35K | 2.7K | — | — |
Other funds holding MBC
$286.4M
$232.1M
$215.4M
$116.3M
$106.3M