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 Q2	$945K	Sell	17,113 -800	-4%	-$27.9K	0.64%	36
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 $4.59B AUM 237.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return

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

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

Koa Wealth Management's MBX Position: Q2 2026 in Review

Koa Wealth Management reduced its MBX Biosciences (MBX) stake by 4.5% in Q2 2026, selling an estimated $27.9K and leaving 17,113 shares worth $945K. The position accounts for 0.64% of the portfolio, ranked #36.

Koa Wealth Management first reported a position in MBX in Q1 2025 and has held it in 6 quarters since. 173 funds tracked by Wall St. Rank hold MBX as of Q2 2026.

Koa Wealth Management held 17,113 shares of MBX Biosciences worth $945K as of Q2 2026.
Koa Wealth Management sold 800 MBX Biosciences shares in Q2 2026, an estimated $27.9K.
MBX Biosciences made up 0.64% of Koa Wealth Management's portfolio in Q2 2026, its #36 holding.
Koa Wealth Management first reported a position in MBX Biosciences in Q1 2025 and has held it in 6 quarters since.
173 funds tracked by Wall St. Rank held MBX Biosciences as of Q2 2026.

Based on Koa Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.