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Journey Retirement Planning & Investment Management’s MongoDB MDB Stock Holding History

Journey Retirement Planning & Investment 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
-543
Closed -$228K – 192
2025
Q4 		$228K Buy
+543
New +$198K 0.05% 234

Other funds holding MDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 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 $218B AUM 29.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Journey Retirement Planning & Investment Management's MDB Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of MongoDB (MDB) in Q1 2026, closing a stake of 543 shares — an estimated $228K sold.

Journey Retirement Planning & Investment Management first reported a position in MDB in Q4 2025 and held it in 1 quarter. The position peaked at $228K in Q4 2025. 814 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining MongoDB position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 543 MongoDB shares in Q1 2026, an estimated $228K.
  • Journey Retirement Planning & Investment Management first reported a position in MongoDB in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's MongoDB position peaked at $228K in Q4 2025.
  • 814 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.