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Bay Harbor Wealth Management’s MongoDB MDB Stock Holding History

Bay Harbor 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
Q2 		$3.02K Buy
9
+7
+350% +$2.1K ﹤0.01% 549
2026
Q1 		$489 Sell
2
-3
-60% -$1K ﹤0.01% 996
2025
Q4 		$2.1K Buy
5
+2
+67% +$728 ﹤0.01% 470
2025
Q3 		$931 Buy
3
+1
+50% +$257 ﹤0.01% 550
2025
Q2 		$419 Buy
+2
New +$370 ﹤0.01% 700

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

Bay Harbor Wealth Management's MDB Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its MongoDB (MDB) stake by 350% in Q2 2026, buying an estimated $2.1K and bringing the position to 9 shares worth $3.02K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

Bay Harbor Wealth Management first reported a position in MDB in Q2 2025 and has held it in 5 quarters since. 870 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Bay Harbor Wealth Management held 9 shares of MongoDB worth $3.02K as of Q2 2026.
  • Bay Harbor Wealth Management bought 7 MongoDB shares in Q2 2026, an estimated $2.1K.
  • MongoDB made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #549 holding.
  • Bay Harbor Wealth Management first reported a position in MongoDB in Q2 2025 and has held it in 5 quarters since.
  • 870 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.