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Forefront Wealth Partners’s MongoDB MDB Stock Holding History

Forefront Wealth Partners’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
Q1 		$272K Buy
1,112
+109
+11% +$36.5K 0.11% 134
2025
Q4 		$421K Buy
1,003
+12
+1% +$4.37K 0.2% 94
2025
Q3 		$308K Buy
+991
New +$255K 0.08% 155

Other funds holding MDB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Forefront Wealth Partners's MDB Position: Q1 2026 in Review

Forefront Wealth Partners increased its MongoDB (MDB) stake by 11% in Q1 2026, buying an estimated $36.5K and bringing the position to 1,112 shares worth $272K. The position accounts for 0.11% of the portfolio, ranked #134.

Forefront Wealth Partners first reported a position in MDB in Q3 2025 and has held it in 3 quarters since. The position peaked at $421K in Q4 2025. 811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • Forefront Wealth Partners held 1,112 shares of MongoDB worth $272K as of Q1 2026.
  • Forefront Wealth Partners bought 109 MongoDB shares in Q1 2026, an estimated $36.5K.
  • MongoDB made up 0.11% of Forefront Wealth Partners's portfolio in Q1 2026, its #134 holding.
  • Forefront Wealth Partners first reported a position in MongoDB in Q3 2025 and has held it in 3 quarters since.
  • Forefront Wealth Partners's MongoDB position peaked at $421K in Q4 2025.
  • 811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Forefront Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.