GIM
MBX

Goelzer Investment Management’s MBX Biosciences MBX Stock Holding History

Goelzer Investment 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 		$221K Sell
4,000
-160,172
-98% -$5.59M 0.01% 302
2026
Q1 		$4.9M Sell
164,172
-57,500
-26% -$1.96M 0.24% 90
2025
Q4 		$6.99M Buy
+221,672
New +$5.38M 0.32% 62

Other funds holding MBX

AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
KWM
Koa Wealth Management Encinitas, California $147M AUM 18.41% 1-Year Est. Return
CUAMC
China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Goelzer Investment Management's MBX Position: Q2 2026 in Review

Goelzer Investment Management reduced its MBX Biosciences (MBX) stake by 98% in Q2 2026, selling an estimated $5.59M and leaving 4,000 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #302.

Goelzer Investment Management first reported a position in MBX in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.99M in Q4 2025. 16 funds tracked by Wall St. Rank hold MBX as of Q2 2026.

  • Goelzer Investment Management held 4,000 shares of MBX Biosciences worth $221K as of Q2 2026.
  • Goelzer Investment Management sold 160,172 MBX Biosciences shares in Q2 2026, an estimated $5.59M.
  • MBX Biosciences made up 0.01% of Goelzer Investment Management's portfolio in Q2 2026, its #302 holding.
  • Goelzer Investment Management first reported a position in MBX Biosciences in Q4 2025 and has held it in 3 quarters since.
  • Goelzer Investment Management's MBX Biosciences position peaked at $6.99M in Q4 2025.
  • 16 funds tracked by Wall St. Rank held MBX Biosciences as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.