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Aaron Wealth Advisors’s MBX Biosciences MBX Stock Holding History

Aaron Wealth Advisors’s Portfolio MBX Stock Details MBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$68.9M Buy
1,175,771
+7,972
+0.7% +$499K 3.37% 7
2026
Q2 		$64.5M Sell
1,167,799
-377
-0% -$13.2K 3.27% 5
2026
Q1 		$34.9M Buy
1,168,176
+1,098,176
+1,569% +$37.3M 1.98% 10
2025
Q4 		$2.21M Buy
70,000
+20,000
+40% +$485K 0.12% 114
2025
Q3 		$875K Hold
50,000
– – 0.05% 263
2025
Q2 		$571K Hold
50,000
– – 0.06% 209
2025
Q1 		$369K Buy
+50,000
New +$529K 0.04% 281

Other funds holding MBX

KWM
Koa Wealth Management Encinitas, California $154M AUM 13.16% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Aaron Wealth Advisors's MBX Position: Q3 2026 in Review

Aaron Wealth Advisors increased its MBX Biosciences (MBX) stake by 0.68% in Q3 2026, buying an estimated $499K and bringing the position to 1,175,771 shares worth $68.9M. The position accounts for 3.37% of the portfolio, ranked #7.

Aaron Wealth Advisors first reported a position in MBX in Q1 2025 and has held it in 7 quarters since. 8 funds tracked by Wall St. Rank hold MBX as of Q3 2026.

  • Aaron Wealth Advisors held 1,175,771 shares of MBX Biosciences worth $68.9M as of Q3 2026.
  • Aaron Wealth Advisors bought 7,972 MBX Biosciences shares in Q3 2026, an estimated $499K.
  • MBX Biosciences made up 3.37% of Aaron Wealth Advisors's portfolio in Q3 2026, its #7 holding.
  • Aaron Wealth Advisors first reported a position in MBX Biosciences in Q1 2025 and has held it in 7 quarters since.
  • 8 funds tracked by Wall St. Rank held MBX Biosciences as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.