OF
MBX

Optimize Financial’s MBX Biosciences MBX Stock Holding History

Optimize Financial’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 		$798K Sell
14,458
-50
-0.3% -$1.75K 0.29% 43
2026
Q1 		$433K Buy
+14,508
New +$493K 0.21% 171

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

Optimize Financial's MBX Position: Q2 2026 in Review

Optimize Financial reduced its MBX Biosciences (MBX) stake by 0.34% in Q2 2026, selling an estimated $1.75K and leaving 14,458 shares worth $798K. The position accounts for 0.29% of the portfolio, ranked #43.

Optimize Financial first reported a position in MBX in Q1 2026 and has held it in 2 quarters since. 173 funds tracked by Wall St. Rank hold MBX as of Q2 2026.

  • Optimize Financial held 14,458 shares of MBX Biosciences worth $798K as of Q2 2026.
  • Optimize Financial sold 50 MBX Biosciences shares in Q2 2026, an estimated $1.75K.
  • MBX Biosciences made up 0.29% of Optimize Financial's portfolio in Q2 2026, its #43 holding.
  • Optimize Financial first reported a position in MBX Biosciences in Q1 2026 and has held it in 2 quarters since.
  • 173 funds tracked by Wall St. Rank held MBX Biosciences as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.