Morgan Stanley
MBX

Morgan Stanley’s MBX Biosciences MBX Stock Holding History

Morgan Stanley’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 		$942K Sell
31,562
-27,464
-47% -$934K ﹤0.01% 5172
2025
Q4 		$1.86M Buy
59,026
+14,158
+32% +$344K ﹤0.01% 4860
2025
Q3 		$785K Buy
44,868
+20,860
+87% +$279K ﹤0.01% 5282
2025
Q2 		$274K Sell
24,008
-90,602
-79% -$923K ﹤0.01% 5726
2025
Q1 		$846K Buy
114,610
+90,775
+381% +$960K ﹤0.01% 5086
2024
Q4 		$439K Buy
+23,835
New +$508K ﹤0.01% 5475

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

Morgan Stanley's MBX Position: Q1 2026 in Review

Morgan Stanley reduced its MBX Biosciences (MBX) stake by 47% in Q1 2026, selling an estimated $934K and leaving 31,562 shares worth $942K. The position accounts for ﹤0.01% of the portfolio, ranked #5172.

Morgan Stanley first reported a position in MBX in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.86M in Q4 2025. 157 funds tracked by Wall St. Rank hold MBX as of Q1 2026.

  • Morgan Stanley held 31,562 shares of MBX Biosciences worth $942K as of Q1 2026.
  • Morgan Stanley sold 27,464 MBX Biosciences shares in Q1 2026, an estimated $934K.
  • MBX Biosciences made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5172 holding.
  • Morgan Stanley first reported a position in MBX Biosciences in Q4 2024 and has held it in 6 quarters since.
  • Morgan Stanley's MBX Biosciences position peaked at $1.86M in Q4 2025.
  • 157 funds tracked by Wall St. Rank held MBX Biosciences as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.