AWM
MDB icon

AE Wealth Management’s MongoDB MDB Stock Holding History

AE Wealth Management’s Portfolio MDB Stock Details MDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,820
Closed -$1.18M – 2660
2025
Q4 		$1.18M Sell
2,820
-162
-5% -$58.9K 0.01% 751
2025
Q3 		$926K Sell
2,982
-225
-7% -$57.8K 0.01% 776
2025
Q2 		$673K Sell
3,207
-357
-10% -$66K ﹤0.01% 827
2025
Q1 		$625K Sell
3,564
-712
-17% -$174K 0.01% 851
2024
Q4 		$995K Sell
4,276
-499
-10% -$141K 0.01% 698
2024
Q3 		$1.29M Sell
4,775
-748
-14% -$194K 0.01% 646
2024
Q2 		$1.38M Buy
5,523
+2,017
+58% +$637K 0.01% 627
2024
Q1 		$1.26M Sell
3,506
-1,055
-23% -$431K 0.01% 605
2023
Q4 		$1.8M Buy
4,561
+1,391
+44% +$528K 0.01% 939
2023
Q3 		$1.1M Buy
3,170
+21
+0.7% +$7.97K 0.01% 1053
2023
Q2 		$1.29M Buy
+3,149
New +$918K 0.01% 991
2022
Q2 		– Sell
-2,046
Closed -$908K – 1788
2022
Q1 		$908K Sell
2,046
-457
-18% -$179K 0.01% 951
2021
Q4 		$1.32M Sell
2,503
-369
-13% -$189K 0.01% 835
2021
Q3 		$1.35M Buy
2,872
+5
+0.2% +$2.01K 0.01% 773
2021
Q2 		$1.04M Sell
2,867
-1,036
-27% -$320K 0.01% 824
2021
Q1 		$1.04M Sell
3,903
-324
-8% -$115K 0.01% 751
2020
Q4 		$1.52M Sell
4,227
-1,032
-20% -$288K 0.02% 578
2020
Q3 		$1.22M Sell
5,259
-5,158
-50% -$1.12M 0.02% 579
2020
Q2 		$2.36M Sell
10,417
-5,473
-34% -$1.01M 0.04% 362
2020
Q1 		$2.17M Sell
15,890
-1,590
-9% -$235K 0.05% 294
2019
Q4 		$2.3M Buy
17,480
+2,502
+17% +$328K 0.05% 313
2019
Q3 		$1.8M Buy
14,978
+6,115
+69% +$883K 0.05% 297
2019
Q2 		$1.35M Buy
+8,863
New +$1.29M 0.04% 323

Other funds holding MDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

AE Wealth Management's MDB Position: Q1 2026 in Review

AE Wealth Management sold out of MongoDB (MDB) in Q1 2026, closing a stake of 2,820 shares — an estimated $1.18M sold.

AE Wealth Management first reported a position in MDB in Q2 2019 and held it in 23 quarters. The position peaked at $2.36M in Q2 2020. 815 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • AE Wealth Management reported no remaining MongoDB position as of Q1 2026 after selling out during the quarter.
  • AE Wealth Management sold 2,820 MongoDB shares in Q1 2026, an estimated $1.18M.
  • AE Wealth Management first reported a position in MongoDB in Q2 2019 and held it in 23 quarters.
  • AE Wealth Management's MongoDB position peaked at $2.36M in Q2 2020.
  • 815 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.