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Global Retirement Partners’s MongoDB MDB Stock Holding History

Global Retirement 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 		$735K Buy
+2,187
New +$656K 0.01% 864
2025
Q4 		$2.14M Sell
5,090
-459
-8% -$167K 0.04% 417
2025
Q3 		$1.72M Buy
5,549
+5,284
+1,994% +$1.36M 0.04% 396
2025
Q2 		$55.6K Buy
+265
New +$49K ﹤0.01% 1716
2024
Q4 		$453K Buy
1,945
+1,830
+1,591% +$517K 0.01% 668
2024
Q3 		$31.1K Buy
115
+39
+51% +$10.1K ﹤0.01% 1780
2024
Q2 		$19K Sell
76
-266
-78% -$84K ﹤0.01% 2010
2024
Q1 		$123K Buy
342
+229
+203% +$93.6K ﹤0.01% 990
2023
Q4 		$45.8K Sell
113
-27
-19% -$10.2K ﹤0.01% 1412
2023
Q3 		$47K Buy
140
+8
+6% +$3.04K ﹤0.01% 1306
2023
Q2 		$54.3K Sell
132
-2
-1% -$583 ﹤0.01% 1233
2023
Q1 		$29.6K Buy
134
+104
+347% +$21.8K ﹤0.01% 1475
2022
Q4 		$5.91K Buy
30
+25
+500% +$4.45K ﹤0.01% 1968
2022
Q3 		$1K Hold
5
– – ﹤0.01% 2509
2022
Q2 		$1K Hold
5
– – ﹤0.01% 2481
2022
Q1 		$1K Buy
+5
New +$1.96K ﹤0.01% 2450
2021
Q4 		– Sell
-5
Closed -$2K – 1164
2021
Q3 		$2K Buy
+5
New +$2.01K ﹤0.01% 1836

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

Global Retirement Partners's MDB Position: Q2 2026 in Review

Global Retirement Partners opened a new position in MongoDB (MDB) in Q2 2026: 2,187 shares worth $735K. The stake represents 0.01% of the portfolio and ranks #864 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in MDB as recently as Q4 2025.

Global Retirement Partners first reported a position in MDB in Q3 2021 and has held it in 17 quarters since. The position peaked at $2.14M in Q4 2025. 870 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Global Retirement Partners held 2,187 shares of MongoDB worth $735K as of Q2 2026.
  • MongoDB was a new Global Retirement Partners position in Q2 2026.
  • MongoDB made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #864 holding.
  • Global Retirement Partners first reported a position in MongoDB in Q3 2021 and has held it in 17 quarters since.
  • Global Retirement Partners's MongoDB position peaked at $2.14M in Q4 2025.
  • 870 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.