Essential Partners’s MBX Biosciences MBX Stock Holding History

Essential Partners’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 Q3	$879	Hold	15	–	–	﹤0.01%	2228
2026 Q2	$828	Hold	15	–	–	﹤0.01%	2327
2026 Q1	$448	Hold	15	–	–	﹤0.01%	2465
2025 Q4	$473	Buy	15 +13	+650%	+$315	﹤0.01%	2241
2025 Q3	$35	Hold	2	–	–	﹤0.01%	2601
2025 Q2	$23	Buy	+2	New	+$20	﹤0.01%	2217

Other funds holding MBX

AWA

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

KWM

Koa Wealth Management Encinitas, California $154M AUM 13.16% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners's MBX Position: Q3 2026 in Review

Essential Partners held its MBX Biosciences (MBX) position steady in Q3 2026 at 15 shares worth $879. The position accounts for ﹤0.01% of the portfolio, ranked #2228.

Essential Partners first reported a position in MBX in Q2 2025 and has held it in 6 quarters since. 8 funds tracked by Wall St. Rank hold MBX as of Q3 2026.

Essential Partners held 15 shares of MBX Biosciences worth $879 as of Q3 2026.
Essential Partners left its MBX Biosciences share count unchanged in Q3 2026.
MBX Biosciences made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2228 holding.
Essential Partners first reported a position in MBX Biosciences in Q2 2025 and has held it in 6 quarters since.
8 funds tracked by Wall St. Rank held MBX Biosciences as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.