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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
Q2 		– Sell
-1,112
Closed -$272K – 185
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 $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

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

Forefront Wealth Partners sold out of MongoDB (MDB) in Q2 2026, closing a stake of 1,112 shares — an estimated $272K sold.

Forefront Wealth Partners first reported a position in MDB in Q3 2025 and held it in 3 quarters. The position peaked at $421K in Q4 2025. 873 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Forefront Wealth Partners reported no remaining MongoDB position as of Q2 2026 after selling out during the quarter.
  • Forefront Wealth Partners sold 1,112 MongoDB shares in Q2 2026, an estimated $272K.
  • Forefront Wealth Partners first reported a position in MongoDB in Q3 2025 and held it in 3 quarters.
  • Forefront Wealth Partners's MongoDB position peaked at $421K in Q4 2025.
  • 873 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.