IWC
MDB icon

Integrated Wealth Concepts’s MongoDB MDB Stock Holding History

Integrated Wealth Concepts’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 		$1.14M Sell
3,385
-945
-22% -$283K 0.01% 1272
2026
Q1 		$1.06M Buy
4,330
+2,687
+164% +$899K 0.01% 1079
2025
Q4 		$690K Sell
1,643
-777
-32% -$283K 0.01% 942
2025
Q3 		$751K Sell
2,420
-995
-29% -$256K 0.01% 1135
2025
Q2 		$717K Buy
3,415
+2,052
+151% +$379K 0.01% 1086
2025
Q1 		$239K Buy
1,363
+327
+32% +$79.7K ﹤0.01% 1529
2024
Q4 		$241K Sell
1,036
-139
-12% -$39.3K ﹤0.01% 1501
2024
Q3 		$318K Sell
1,175
-280
-19% -$72.7K ﹤0.01% 1305
2024
Q2 		$364K Sell
1,455
-76
-5% -$24K 0.01% 1204
2024
Q1 		$549K Buy
1,531
+188
+14% +$76.8K 0.01% 1015
2023
Q4 		$549K Buy
1,343
+179
+15% +$67.9K 0.01% 958
2023
Q3 		$403K Sell
1,164
-129
-10% -$49K 0.01% 1074
2023
Q2 		$531K Buy
+1,293
New +$377K 0.01% 963

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

Integrated Wealth Concepts's MDB Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its MongoDB (MDB) stake by 22% in Q2 2026, selling an estimated $283K and leaving 3,385 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #1272.

Integrated Wealth Concepts first reported a position in MDB in Q2 2023 and has held it in 13 quarters since. 867 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Integrated Wealth Concepts held 3,385 shares of MongoDB worth $1.14M as of Q2 2026.
  • Integrated Wealth Concepts sold 945 MongoDB shares in Q2 2026, an estimated $283K.
  • MongoDB made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1272 holding.
  • Integrated Wealth Concepts first reported a position in MongoDB in Q2 2023 and has held it in 13 quarters since.
  • 867 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.