Creative Planning
MBX

Creative Planning’s MBX Biosciences MBX Stock Holding History

Creative Planning’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 		$1.07M Buy
35,970
+2,319
+7% +$78.9K ﹤0.01% 2395
2025
Q4 		$1.06M Buy
33,651
+4,919
+17% +$119K ﹤0.01% 2229
2025
Q3 		$503K Buy
+28,732
New +$384K ﹤0.01% 2719

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

Creative Planning's MBX Position: Q1 2026 in Review

Creative Planning increased its MBX Biosciences (MBX) stake by 6.9% in Q1 2026, buying an estimated $78.9K and bringing the position to 35,970 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #2395.

Creative Planning first reported a position in MBX in Q3 2025 and has held it in 3 quarters since. 157 funds tracked by Wall St. Rank hold MBX as of Q1 2026.

  • Creative Planning held 35,970 shares of MBX Biosciences worth $1.07M as of Q1 2026.
  • Creative Planning bought 2,319 MBX Biosciences shares in Q1 2026, an estimated $78.9K.
  • MBX Biosciences made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2395 holding.
  • Creative Planning first reported a position in MBX Biosciences in Q3 2025 and has held it in 3 quarters since.
  • 157 funds tracked by Wall St. Rank held MBX Biosciences as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.