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Brookstone Capital Management’s MongoDB MDB Stock Holding History

Brookstone Capital 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 		$268K Buy
+797
New +$239K ﹤0.01% 1146
2026
Q1 		– Sell
-503
Closed -$211K – 1245
2025
Q4 		$211K Buy
+503
New +$183K ﹤0.01% 1105

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

Brookstone Capital Management's MDB Position: Q2 2026 in Review

Brookstone Capital Management opened a new position in MongoDB (MDB) in Q2 2026: 797 shares worth $268K. The stake represents ﹤0.01% of the portfolio and ranks #1146 among its holdings. This is a return to the name: Brookstone Capital Management previously reported a position in MDB as recently as Q4 2025.

Brookstone Capital Management first reported a position in MDB in Q4 2025 and has held it in 2 quarters since. 870 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Brookstone Capital Management held 797 shares of MongoDB worth $268K as of Q2 2026.
  • MongoDB was a new Brookstone Capital Management position in Q2 2026.
  • MongoDB made up ﹤0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #1146 holding.
  • Brookstone Capital Management first reported a position in MongoDB in Q4 2025 and has held it in 2 quarters since.
  • 870 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.