BPA
MOBX icon

Beacon Pointe Advisors’s Mobix Labs MOBX Stock Holding History

Beacon Pointe Advisors’s Portfolio MOBX Stock Details MOBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$26.5K Sell
7,942
-1,100
-12% -$3.85K ﹤0.01% 1817
2025
Q4 		$24.2K Hold
9,042
– – ﹤0.01% 1492
2025
Q3 		$72.9K Sell
9,042
-1,760
-16% -$16.2K ﹤0.01% 1363
2025
Q2 		$82.7K Buy
10,802
+8,774
+433% +$65.3K ﹤0.01% 1229
2025
Q1 		$18.1K Buy
2,028
+118
+6% +$1.38K ﹤0.01% 1208
2024
Q4 		$32.5K Sell
1,910
-4,565
-71% -$46.5K ﹤0.01% 1192
2024
Q3 		$68.6K Buy
6,475
+1,760
+37% +$20.5K ﹤0.01% 1201
2024
Q2 		$77.3K Hold
4,715
– – ﹤0.01% 1236
2024
Q1 		$94.8K Buy
+4,715
New +$120K ﹤0.01% 1309

Other funds holding MOBX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VCWA
Vanguard Capital Wealth Advisors Denver, Colorado $148M AUM 91.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
Alessandra Capital Management Torrance, California $117M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Beacon Pointe Advisors's MOBX Position: Q1 2026 in Review

Beacon Pointe Advisors reduced its Mobix Labs (MOBX) stake by 12% in Q1 2026, selling an estimated $3.85K and leaving 7,942 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1817.

Beacon Pointe Advisors first reported a position in MOBX in Q1 2024 and has held it in 9 quarters since. The position peaked at $94.8K in Q1 2024. 26 funds tracked by Wall St. Rank hold MOBX as of Q1 2026.

  • Beacon Pointe Advisors held 7,942 shares of Mobix Labs worth $26.5K as of Q1 2026.
  • Beacon Pointe Advisors sold 1,100 Mobix Labs shares in Q1 2026, an estimated $3.85K.
  • Mobix Labs made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1817 holding.
  • Beacon Pointe Advisors first reported a position in Mobix Labs in Q1 2024 and has held it in 9 quarters since.
  • Beacon Pointe Advisors's Mobix Labs position peaked at $94.8K in Q1 2024.
  • 26 funds tracked by Wall St. Rank held Mobix Labs as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.