Focus Partners Wealth
MDB icon

Focus Partners Wealth’s MongoDB MDB Stock Holding History

Focus Partners Wealth’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 		$6.04M Sell
17,987
-3,779
-17% -$1.13M 0.01% 880
2026
Q1 		$5.54M Buy
21,766
+5,664
+35% +$1.89M 0.01% 900
2025
Q4 		$6.75M Buy
16,102
+3,810
+31% +$1.39M 0.01% 839
2025
Q3 		$3.82M Buy
12,292
+732
+6% +$188K 0.01% 829
2025
Q2 		$2.43M Buy
11,560
+9,815
+562% +$1.81M 0.01% 855
2025
Q1 		$288K Sell
1,745
-29,387
-94% -$7.16M ﹤0.01% 1594
2024
Q4 		$7.25M Buy
31,132
+11,335
+57% +$3.2M 0.02% 534
2024
Q3 		$5.35M Buy
+19,797
New +$5.14M 0.02% 546

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

Focus Partners Wealth's MDB Position: Q2 2026 in Review

Focus Partners Wealth reduced its MongoDB (MDB) stake by 17% in Q2 2026, selling an estimated $1.13M and leaving 17,987 shares worth $6.04M. The position accounts for 0.01% of the portfolio, ranked #880.

Focus Partners Wealth first reported a position in MDB in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.25M in Q4 2024. 870 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Focus Partners Wealth held 17,987 shares of MongoDB worth $6.04M as of Q2 2026.
  • Focus Partners Wealth sold 3,779 MongoDB shares in Q2 2026, an estimated $1.13M.
  • MongoDB made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #880 holding.
  • Focus Partners Wealth first reported a position in MongoDB in Q3 2024 and has held it in 8 quarters since.
  • Focus Partners Wealth's MongoDB position peaked at $7.25M in Q4 2024.
  • 870 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.