Charles Schwab
MBX

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
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

FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
NA
NVP Associates Menlo Park, California $176M AUM 208.78% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

Charles Schwab's MBX Position: Q1 2026 in Review

Charles Schwab reduced its MBX Biosciences (MBX) stake by 3.3% in Q1 2026, selling an estimated $247K and leaving 214,908 shares worth $6.42M. The position accounts for ﹤0.01% of the portfolio, ranked #2297.

Charles Schwab first reported a position in MBX in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.01M in Q4 2025. 157 funds tracked by Wall St. Rank hold MBX as of Q1 2026.

  • Charles Schwab held 214,908 shares of MBX Biosciences worth $6.42M as of Q1 2026.
  • Charles Schwab sold 7,272 MBX Biosciences shares in Q1 2026, an estimated $247K.
  • MBX Biosciences made up ﹤0.01% of Charles Schwab's portfolio in Q1 2026, its #2297 holding.
  • Charles Schwab first reported a position in MBX Biosciences in Q4 2024 and has held it in 6 quarters since.
  • Charles Schwab's MBX Biosciences position peaked at $7.01M in Q4 2025.
  • 157 funds tracked by Wall St. Rank held MBX Biosciences as of Q1 2026.

Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.