KWM
MBX

Koa Wealth Management’s MBX Biosciences MBX Stock Holding History

Koa Wealth 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
Q1 		$535K Sell
17,913
-500
-3% -$17K 0.39% 45
2025
Q4 		$581K Sell
18,413
-8,300
-31% -$201K 0.4% 45
2025
Q3 		$467K Sell
26,713
-5,039
-16% -$67.4K 0.35% 47
2025
Q2 		$362K Buy
31,752
+12,356
+64% +$126K 0.29% 46
2025
Q1 		$143K Buy
+19,396
New +$205K 0.12% 48

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

Koa Wealth Management's MBX Position: Q1 2026 in Review

Koa Wealth Management reduced its MBX Biosciences (MBX) stake by 2.7% in Q1 2026, selling an estimated $17K and leaving 17,913 shares worth $535K. The position accounts for 0.39% of the portfolio, ranked #45.

Koa Wealth Management first reported a position in MBX in Q1 2025 and has held it in 5 quarters since. The position peaked at $581K in Q4 2025. 157 funds tracked by Wall St. Rank hold MBX as of Q1 2026.

  • Koa Wealth Management held 17,913 shares of MBX Biosciences worth $535K as of Q1 2026.
  • Koa Wealth Management sold 500 MBX Biosciences shares in Q1 2026, an estimated $17K.
  • MBX Biosciences made up 0.39% of Koa Wealth Management's portfolio in Q1 2026, its #45 holding.
  • Koa Wealth Management first reported a position in MBX Biosciences in Q1 2025 and has held it in 5 quarters since.
  • Koa Wealth Management's MBX Biosciences position peaked at $581K in Q4 2025.
  • 157 funds tracked by Wall St. Rank held MBX Biosciences as of Q1 2026.

Based on Koa Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.