Bank Julius Baer & Co
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Bank Julius Baer & Co’s MongoDB MDB Stock Holding History

Bank Julius Baer & Co’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 		$326K Sell
1,332
-24,350
-95% -$8.14M ﹤0.01% 466
2025
Q4 		$10.8M Sell
25,682
-2,841
-10% -$1.03M 0.03% 177
2025
Q3 		$8.85M Buy
28,523
+5,625
+25% +$1.45M 0.03% 205
2025
Q2 		$4.81M Sell
22,898
-3,708
-14% -$685K 0.01% 247
2025
Q1 		$4.72M Sell
26,606
-35,729
-57% -$8.71M 0.02% 249
2024
Q4 		$14.7M Buy
62,335
+7,183
+13% +$2.03M 0.05% 179
2024
Q3 		$15.1M Buy
55,152
+54,907
+22,411% +$14.3M 0.05% 156
2024
Q2 		$68.2K Sell
245
-369
-60% -$117K ﹤0.01% 421
2024
Q1 		$220K Sell
614
-674
-52% -$275K ﹤0.01% 391
2023
Q4 		$504K Sell
1,288
-1,357
-51% -$515K ﹤0.01% 331
2023
Q3 		$915K Sell
2,645
-275
-9% -$104K 0.01% 265
2023
Q2 		$1.2M Sell
2,920
-1,470
-33% -$429K 0.01% 251
2023
Q1 		$1.02M Buy
4,390
+1,925
+78% +$404K 0.01% 269
2022
Q4 		$485K Sell
2,465
-1,690
-41% -$301K ﹤0.01% 341
2022
Q3 		$825K Buy
4,155
+2,830
+214% +$826K 0.01% 280
2022
Q2 		$344K Buy
1,325
+59
+5% +$18.4K ﹤0.01% 365
2022
Q1 		$562K Buy
1,266
+1,246
+6,230% +$487K ﹤0.01% 335
2021
Q4 		$11K Hold
20
– – ﹤0.01% 782
2021
Q3 		$9K Buy
20
+1
+5% +$403 ﹤0.01% 778
2021
Q2 		$7K Sell
19
-39,014
-100% -$12.1M ﹤0.01% 792
2021
Q1 		$10.4M Buy
39,033
+17,097
+78% +$6.06M 0.08% 152
2020
Q4 		$7.88M Buy
21,936
+13,450
+158% +$3.76M 0.06% 157
2020
Q3 		$1.97M Buy
8,486
+692
+9% +$150K 0.02% 229
2020
Q2 		$1.76M Sell
7,794
-2,419
-24% -$448K 0.02% 211
2020
Q1 		$1.39M Buy
+10,213
New +$1.51M 0.03% 190

Other funds holding MDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 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 $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Bank Julius Baer & Co's MDB Position: Q1 2026 in Review

Bank Julius Baer & Co reduced its MongoDB (MDB) stake by 95% in Q1 2026, selling an estimated $8.14M and leaving 1,332 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

Bank Julius Baer & Co first reported a position in MDB in Q1 2020 and has held it in 25 quarters since. The position peaked at $15.1M in Q3 2024. 814 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • Bank Julius Baer & Co held 1,332 shares of MongoDB worth $326K as of Q1 2026.
  • Bank Julius Baer & Co sold 24,350 MongoDB shares in Q1 2026, an estimated $8.14M.
  • MongoDB made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #466 holding.
  • Bank Julius Baer & Co first reported a position in MongoDB in Q1 2020 and has held it in 25 quarters since.
  • Bank Julius Baer & Co's MongoDB position peaked at $15.1M in Q3 2024.
  • 814 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.