Howard Bailey Securities’s MongoDB MDB Stock Holding History

Howard Bailey Securities’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	-495	Closed	-$208K	–	140
2025 Q4	$208K	Buy	+495	New	+$180K	0.08%	135

Other funds holding MDB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Howard Bailey Securities's MDB Position: Q1 2026 in Review

Howard Bailey Securities sold out of MongoDB (MDB) in Q1 2026, closing a stake of 495 shares — an estimated $208K sold.

Howard Bailey Securities first reported a position in MDB in Q4 2025 and held it in 1 quarter. The position peaked at $208K in Q4 2025. 816 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

Howard Bailey Securities reported no remaining MongoDB position as of Q1 2026 after selling out during the quarter.
Howard Bailey Securities sold 495 MongoDB shares in Q1 2026, an estimated $208K.
Howard Bailey Securities first reported a position in MongoDB in Q4 2025 and held it in 1 quarter.
Howard Bailey Securities's MongoDB position peaked at $208K in Q4 2025.
816 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Howard Bailey Securities's 13F filing for Q1 2026, filed 23 Apr 2026.