Creative Planning
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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
Q2 		$2.18M Buy
39,524
+3,554
+10% +$124K ﹤0.01% 2018
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

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

Creative Planning's MBX Position: Q2 2026 in Review

Creative Planning increased its MBX Biosciences (MBX) stake by 9.9% in Q2 2026, buying an estimated $124K and bringing the position to 39,524 shares worth $2.18M. The position accounts for ﹤0.01% of the portfolio, ranked #2018.

Creative Planning first reported a position in MBX in Q3 2025 and has held it in 4 quarters since. 172 funds tracked by Wall St. Rank hold MBX as of Q2 2026.

  • Creative Planning held 39,524 shares of MBX Biosciences worth $2.18M as of Q2 2026.
  • Creative Planning bought 3,554 MBX Biosciences shares in Q2 2026, an estimated $124K.
  • MBX Biosciences made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2018 holding.
  • Creative Planning first reported a position in MBX Biosciences in Q3 2025 and has held it in 4 quarters since.
  • 172 funds tracked by Wall St. Rank held MBX Biosciences as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.