Geode Capital Management
MBX

Geode Capital Management’s MBX Biosciences MBX Stock Holding History

Geode Capital Management’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 		$42.7M Buy
773,072
+102,687
+15% +$3.59M ﹤0.01% 1712
2026
Q1 		$20M Buy
670,385
+20,994
+3% +$714K ﹤0.01% 1990
2025
Q4 		$20.5M Buy
649,391
+175,459
+37% +$4.26M ﹤0.01% 1990
2025
Q3 		$8.3M Buy
473,932
+125,485
+36% +$1.68M ﹤0.01% 2520
2025
Q2 		$3.98M Buy
348,447
+73,989
+27% +$754K ﹤0.01% 2847
2025
Q1 		$2.03M Buy
274,458
+8,755
+3% +$92.6K ﹤0.01% 3028
2024
Q4 		$4.9M Buy
265,703
+243,434
+1,093% +$5.19M ﹤0.01% 2763
2024
Q3 		$579K Buy
+22,269
New +$509K ﹤0.01% 3544

Other funds holding MBX

FLSM
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
NMC
NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return
O
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
PBA
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
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

Geode Capital Management's MBX Position: Q2 2026 in Review

Geode Capital Management increased its MBX Biosciences (MBX) stake by 15% in Q2 2026, buying an estimated $3.59M and bringing the position to 773,072 shares worth $42.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1712.

Geode Capital Management first reported a position in MBX in Q3 2024 and has held it in 8 quarters since. 172 funds tracked by Wall St. Rank hold MBX as of Q2 2026.

  • Geode Capital Management held 773,072 shares of MBX Biosciences worth $42.7M as of Q2 2026.
  • Geode Capital Management bought 102,687 MBX Biosciences shares in Q2 2026, an estimated $3.59M.
  • MBX Biosciences made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #1712 holding.
  • Geode Capital Management first reported a position in MBX Biosciences in Q3 2024 and has held it in 8 quarters since.
  • 172 funds tracked by Wall St. Rank held MBX Biosciences as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.