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Cassaday & Co Wealth Management’s MongoDB MDB Stock Holding History

Cassaday & Co 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 		$45.3K Sell
135
-5
-4% -$1.5K ﹤0.01% 637
2026
Q1 		$34.3K Buy
+140
New +$46.8K ﹤0.01% 688

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

Cassaday & Co Wealth Management's MDB Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its MongoDB (MDB) stake by 3.6% in Q2 2026, selling an estimated $1.5K and leaving 135 shares worth $45.3K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

Cassaday & Co Wealth Management first reported a position in MDB in Q1 2026 and has held it in 2 quarters since. 870 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Cassaday & Co Wealth Management held 135 shares of MongoDB worth $45.3K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 5 MongoDB shares in Q2 2026, an estimated $1.5K.
  • MongoDB made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #637 holding.
  • Cassaday & Co Wealth Management first reported a position in MongoDB in Q1 2026 and has held it in 2 quarters since.
  • 870 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.