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Forum Financial Management’s MongoDB MDB Stock Holding History

Forum Financial 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
Q1 		– Sell
-1,218
Closed -$511K – 715
2025
Q4 		$511K Buy
1,218
+1
+0.1% +$364 0.01% 459
2025
Q3 		$378K Sell
1,217
-159
-12% -$40.9K 0.01% 600
2025
Q2 		$289K Buy
+1,376
New +$254K ﹤0.01% 695

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Forum Financial Management's MDB Position: Q1 2026 in Review

Forum Financial Management sold out of MongoDB (MDB) in Q1 2026, closing a stake of 1,218 shares — an estimated $511K sold.

Forum Financial Management first reported a position in MDB in Q2 2025 and held it in 3 quarters. The position peaked at $511K in Q4 2025. 815 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • Forum Financial Management reported no remaining MongoDB position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,218 MongoDB shares in Q1 2026, an estimated $511K.
  • Forum Financial Management first reported a position in MongoDB in Q2 2025 and held it in 3 quarters.
  • Forum Financial Management's MongoDB position peaked at $511K in Q4 2025.
  • 815 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.