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Legacy Wealth Asset Management’s MongoDB MDB Stock Holding History

Legacy Wealth Asset 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
Q2 		$404K Buy
1,204
+278
+30% +$83.4K 0.09% 286
2026
Q1 		$227K Buy
926
+39
+4% +$13K 0.06% 348
2025
Q4 		$372K Buy
+887
New +$323K 0.09% 295

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 $3.38T AUM 44.17% 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

Legacy Wealth Asset Management's MDB Position: Q2 2026 in Review

Legacy Wealth Asset Management increased its MongoDB (MDB) stake by 30% in Q2 2026, buying an estimated $83.4K and bringing the position to 1,204 shares worth $404K. The position accounts for 0.09% of the portfolio, ranked #286.

Legacy Wealth Asset Management first reported a position in MDB in Q4 2025 and has held it in 3 quarters since. 873 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Legacy Wealth Asset Management held 1,204 shares of MongoDB worth $404K as of Q2 2026.
  • Legacy Wealth Asset Management bought 278 MongoDB shares in Q2 2026, an estimated $83.4K.
  • MongoDB made up 0.09% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #286 holding.
  • Legacy Wealth Asset Management first reported a position in MongoDB in Q4 2025 and has held it in 3 quarters since.
  • 873 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.