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B. Riley Wealth Advisors’s MongoDB MDB Stock Holding History

B. Riley Wealth Advisors’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
Q2 		$226K Buy
+667
New +$200K 0.01% 725
2024
Q3 		– Sell
-1,242
Closed -$310K – 1360
2024
Q2 		$310K Buy
1,242
+133
+12% +$42K 0.01% 1022
2024
Q1 		$384K Sell
1,109
-1,557
-58% -$636K 0.01% 929
2023
Q4 		$1.09M Buy
2,666
+1,557
+140% +$591K 0.03% 499
2023
Q3 		$384K Sell
1,109
-536
-33% -$203K 0.01% 929
2023
Q2 		$676K Buy
1,645
+188
+13% +$54.8K 0.02% 727
2023
Q1 		$340K Buy
1,457
+201
+16% +$42.2K 0.01% 1005
2022
Q4 		$247K Buy
1,256
+20
+2% +$3.56K 0.01% 1143
2022
Q3 		$246K Buy
+1,236
New +$361K 0.01% 1122
2019
Q3 		– Sell
-1,526
Closed -$233K – 836
2019
Q2 		$233K Buy
+1,526
New +$222K 0.03% 662
2019
Q1 		– Sell
-8,528
Closed -$715K – 765
2018
Q4 		$715K Buy
+8,528
New +$656K 0.1% 217

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

B. Riley Wealth Advisors's MDB Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in MongoDB (MDB) in Q2 2026: 667 shares worth $226K. The stake represents 0.01% of the portfolio and ranks #725 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in MDB as recently as Q2 2024.

B. Riley Wealth Advisors first reported a position in MDB in Q4 2018 and has held it in 11 quarters since. The position peaked at $1.09M in Q4 2023. 872 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • B. Riley Wealth Advisors held 667 shares of MongoDB worth $226K as of Q2 2026.
  • MongoDB was a new B. Riley Wealth Advisors position in Q2 2026.
  • MongoDB made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #725 holding.
  • B. Riley Wealth Advisors first reported a position in MongoDB in Q4 2018 and has held it in 11 quarters since.
  • B. Riley Wealth Advisors's MongoDB position peaked at $1.09M in Q4 2023.
  • 872 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.