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Legacy Wealth Management (Idaho)’s MongoDB MDB Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-10
Closed -$2.45K – 634
2026
Q1 		$2.45K Hold
10
– – ﹤0.01% 742
2025
Q4 		$4.2K Hold
10
– – ﹤0.01% 559
2025
Q3 		$3.1K Hold
10
– – ﹤0.01% 491
2025
Q2 		$2.1K Hold
10
– – ﹤0.01% 507
2025
Q1 		$1.75K Hold
10
– – ﹤0.01% 562
2024
Q4 		$2.78K Buy
+10
New +$2.82K ﹤0.01% 462

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 Management (Idaho)'s MDB Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of MongoDB (MDB) in Q2 2026, closing a stake of 10 shares — an estimated $2.45K sold.

Legacy Wealth Management (Idaho) first reported a position in MDB in Q4 2024 and held it in 6 quarters. The position peaked at $4.2K in Q4 2025. 873 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining MongoDB position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 10 MongoDB shares in Q2 2026, an estimated $2.45K.
  • Legacy Wealth Management (Idaho) first reported a position in MongoDB in Q4 2024 and held it in 6 quarters.
  • Legacy Wealth Management (Idaho)'s MongoDB position peaked at $4.2K in Q4 2025.
  • 873 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.