Charles Schwab
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Charles Schwab’s MBX Biosciences MBX Stock Holding History

Charles Schwab’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
Q2 		$12.9M Buy
233,095
+18,187
+8% +$635K ﹤0.01% 2035
2026
Q1 		$6.42M Sell
214,908
-7,272
-3% -$247K ﹤0.01% 2297
2025
Q4 		$7.01M Buy
222,180
+52,174
+31% +$1.27M ﹤0.01% 2301
2025
Q3 		$2.98M Buy
170,006
+62,523
+58% +$836K ﹤0.01% 2653
2025
Q2 		$1.23M Buy
107,483
+12,937
+14% +$132K ﹤0.01% 2835
2025
Q1 		$698K Buy
94,546
+1,235
+1% +$13.1K ﹤0.01% 2966
2024
Q4 		$1.72M Buy
+93,311
New +$1.99M ﹤0.01% 2726

Other funds holding MBX

Frazier Life Sciences Management
Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
NEA Management Company
NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return
OrbiMed
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Paradigm Biocapital Advisors
Paradigm Biocapital Advisors New York $5.34B AUM 380.18% 1-Year Est. Return
NA
NVP Associates Menlo Park, California $328M AUM 166.51% 1-Year Est. Return
Deep Track Capital
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
Polar Capital Holdings
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

Charles Schwab's MBX Position: Q2 2026 in Review

Charles Schwab increased its MBX Biosciences (MBX) stake by 8.5% in Q2 2026, buying an estimated $635K and bringing the position to 233,095 shares worth $12.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2035.

Charles Schwab first reported a position in MBX in Q4 2024 and has held it in 7 quarters since. 172 funds tracked by Wall St. Rank hold MBX as of Q2 2026.

  • Charles Schwab held 233,095 shares of MBX Biosciences worth $12.9M as of Q2 2026.
  • Charles Schwab bought 18,187 MBX Biosciences shares in Q2 2026, an estimated $635K.
  • MBX Biosciences made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2035 holding.
  • Charles Schwab first reported a position in MBX Biosciences in Q4 2024 and has held it in 7 quarters since.
  • 172 funds tracked by Wall St. Rank held MBX Biosciences as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.