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Brinker Capital Investments’s MongoDB MDB Stock Holding History

Brinker Capital Investments’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 		$2.41M Buy
7,188
+3,345
+87% +$1M 0.02% 691
2026
Q1 		$941K Sell
3,843
-1,483
-28% -$496K 0.01% 1139
2025
Q4 		$2.24M Buy
5,326
+551
+12% +$200K 0.02% 778
2025
Q3 		$1.48M Sell
4,775
-3,564
-43% -$916K 0.01% 1003
2025
Q2 		$1.75M Buy
8,339
+1,047
+14% +$194K 0.01% 864
2025
Q1 		$1.28M Buy
7,292
+1,216
+20% +$296K 0.01% 947
2024
Q4 		$1.41M Buy
6,076
+974
+19% +$275K 0.01% 869
2024
Q3 		$1.38M Buy
5,102
+215
+4% +$55.9K 0.01% 877
2024
Q2 		$1.22M Sell
4,887
-431
-8% -$136K 0.01% 889
2024
Q1 		$1.91M Sell
5,318
-471
-8% -$192K 0.02% 680
2023
Q4 		$2.19M Sell
5,789
-447
-7% -$170K 0.03% 585
2023
Q3 		$2.16M Buy
6,236
+19
+0.3% +$7.21K 0.03% 582
2023
Q2 		$2.56M Sell
6,217
-231
-4% -$67.4K 0.03% 539
2023
Q1 		$1.5M Buy
6,448
+2,025
+46% +$425K 0.02% 709
2022
Q4 		$871K Buy
4,423
+17
+0.4% +$3.03K 0.02% 775
2022
Q3 		$875K Buy
4,406
+1,382
+46% +$403K 0.02% 760
2022
Q2 		$785K Sell
3,024
-49
-2% -$15.3K 0.01% 834
2022
Q1 		$1.36M Buy
3,073
+623
+25% +$244K 0.02% 678
2021
Q4 		$1.3M Sell
2,450
-566
-19% -$290K 0.02% 722
2021
Q3 		$1.09M Hold
3,016
– – 0.02% 747
2021
Q2 		$1.09M Buy
3,016
+957
+46% +$296K 0.01% 799
2021
Q1 		$551K Buy
+2,059
New +$729K 0.01% 876

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

Brinker Capital Investments's MDB Position: Q2 2026 in Review

Brinker Capital Investments increased its MongoDB (MDB) stake by 87% in Q2 2026, buying an estimated $1M and bringing the position to 7,188 shares worth $2.41M. The position accounts for 0.02% of the portfolio, ranked #691.

Brinker Capital Investments first reported a position in MDB in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.56M in Q2 2023. 873 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Brinker Capital Investments held 7,188 shares of MongoDB worth $2.41M as of Q2 2026.
  • Brinker Capital Investments bought 3,345 MongoDB shares in Q2 2026, an estimated $1M.
  • MongoDB made up 0.02% of Brinker Capital Investments's portfolio in Q2 2026, its #691 holding.
  • Brinker Capital Investments first reported a position in MongoDB in Q1 2021 and has held it in 22 quarters since.
  • Brinker Capital Investments's MongoDB position peaked at $2.56M in Q2 2023.
  • 873 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.