BWM
MDB icon

Bluebird Wealth Management’s MongoDB MDB Stock Holding History

Bluebird 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 		$1.48M Buy
+4,419
New +$1.33M 1.29% 31
2026
Q1 		– Sell
-4,295
Closed -$1.8M – 82
2025
Q4 		$1.8M Buy
+4,295
New +$1.56M 1.68% 24

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

Bluebird Wealth Management's MDB Position: Q2 2026 in Review

Bluebird Wealth Management opened a new position in MongoDB (MDB) in Q2 2026: 4,419 shares worth $1.48M. The stake represents 1.29% of the portfolio and ranks #31 among its holdings. This is a return to the name: Bluebird Wealth Management previously reported a position in MDB as recently as Q4 2025.

Bluebird Wealth Management first reported a position in MDB in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.8M in Q4 2025. 868 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Bluebird Wealth Management held 4,419 shares of MongoDB worth $1.48M as of Q2 2026.
  • MongoDB was a new Bluebird Wealth Management position in Q2 2026.
  • MongoDB made up 1.29% of Bluebird Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Bluebird Wealth Management first reported a position in MongoDB in Q4 2025 and has held it in 2 quarters since.
  • Bluebird Wealth Management's MongoDB position peaked at $1.8M in Q4 2025.
  • 868 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Bluebird Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.