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Benjamin Edwards Inc’s MongoDB MDB Stock Holding History

Benjamin Edwards Inc’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 		$856K Sell
2,549
-105
-4% -$31.5K 0.01% 859
2026
Q1 		$650K Sell
2,654
-102
-4% -$34.1K 0.01% 899
2025
Q4 		$1.16M Sell
2,756
-210
-7% -$76.4K 0.01% 658
2025
Q3 		$921K Sell
2,966
-295
-9% -$75.8K 0.01% 723
2025
Q2 		$685K Sell
3,261
-5
-0.2% -$924 0.01% 748
2025
Q1 		$573K Sell
3,266
-9
-0.3% -$2.19K 0.01% 742
2024
Q4 		$762K Sell
3,275
-626
-16% -$177K 0.01% 695
2024
Q3 		$1.05M Buy
+3,901
New +$1.01M 0.02% 584
2024
Q2 		– Sell
-52
Closed -$19K – 759
2024
Q1 		$19K Buy
+52
New +$21.2K ﹤0.01% 582

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 $3.38T AUM 44.17% 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

Benjamin Edwards Inc's MDB Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its MongoDB (MDB) stake by 4% in Q2 2026, selling an estimated $31.5K and leaving 2,549 shares worth $856K. The position accounts for 0.01% of the portfolio, ranked #859.

Benjamin Edwards Inc first reported a position in MDB in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.16M in Q4 2025. 873 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Benjamin Edwards Inc held 2,549 shares of MongoDB worth $856K as of Q2 2026.
  • Benjamin Edwards Inc sold 105 MongoDB shares in Q2 2026, an estimated $31.5K.
  • MongoDB made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #859 holding.
  • Benjamin Edwards Inc first reported a position in MongoDB in Q1 2024 and has held it in 9 quarters since.
  • Benjamin Edwards Inc's MongoDB position peaked at $1.16M in Q4 2025.
  • 873 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.