LPL Financial’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $18.4M | Sell |
54,679
-7,713
| -12% | -$2.31M | ﹤0.01% | 1633 |
|
|
2026
Q1 | $15.3M | Sell |
62,392
-3,486
| -5% | -$1.17M | ﹤0.01% | 1668 |
|
|
2025
Q4 | $27.6M | Buy |
65,878
+14,634
| +29% | +$5.32M | 0.01% | 1190 |
|
|
2025
Q3 | $15.9M | Buy |
51,244
+5,569
| +12% | +$1.43M | ﹤0.01% | 1511 |
|
|
2025
Q2 | $9.59M | Sell |
45,675
-2,155
| -5% | -$398K | ﹤0.01% | 1760 |
|
|
2025
Q1 | $8.39M | Buy |
47,830
+11,160
| +30% | +$2.72M | ﹤0.01% | 1732 |
|
|
2024
Q4 | $8.54M | Sell |
36,670
-2,771
| -7% | -$783K | ﹤0.01% | 1655 |
|
|
2024
Q3 | $10.7M | Sell |
39,441
-748
| -2% | -$194K | ﹤0.01% | 1424 |
|
|
2024
Q2 | $10M | Sell |
40,189
-6,011
| -13% | -$1.9M | 0.01% | 1375 |
|
|
2024
Q1 | $16.6M | Buy |
46,200
+8,362
| +22% | +$3.42M | 0.01% | 1029 |
|
|
2023
Q4 | $15.5M | Buy |
37,838
+6,693
| +21% | +$2.54M | 0.01% | 993 |
|
|
2023
Q3 | $10.8M | Buy |
31,145
+5,329
| +21% | +$2.02M | 0.01% | 1122 |
|
|
2023
Q2 | $10.6M | Buy |
25,816
+3,059
| +13% | +$892K | 0.01% | 1101 |
|
|
2023
Q1 | $5.3M | Buy |
22,757
+1,784
| +9% | +$374K | ﹤0.01% | 1469 |
|
|
2022
Q4 | $4.13M | Sell |
20,973
-12,174
| -37% | -$2.17M | ﹤0.01% | 1577 |
|
|
2022
Q3 | $6.58M | Buy |
33,147
+1,544
| +5% | +$451K | 0.01% | 1193 |
|
|
2022
Q2 | $8.2M | Sell |
31,603
-34
| -0.1% | -$10.6K | 0.01% | 1074 |
|
|
2022
Q1 | $14M | Buy |
31,637
+2,040
| +7% | +$798K | 0.01% | 815 |
|
|
2021
Q4 | $15.7M | Buy |
29,597
+2,364
| +9% | +$1.21M | 0.01% | 777 |
|
|
2021
Q3 | $12.8M | Buy |
27,233
+1,354
| +5% | +$545K | 0.01% | 822 |
|
|
2021
Q2 | $9.36M | Buy |
25,879
+1,326
| +5% | +$410K | 0.01% | 949 |
|
|
2021
Q1 | $6.57M | Buy |
24,553
+6,071
| +33% | +$2.15M | 0.01% | 1061 |
|
|
2020
Q4 | $6.64M | Sell |
18,482
-1,589
| -8% | -$444K | 0.01% | 959 |
|
|
2020
Q3 | $4.65M | Buy |
20,071
+830
| +4% | +$180K | 0.01% | 999 |
|
|
2020
Q2 | $4.36M | Buy |
19,241
+3,999
| +26% | +$741K | 0.01% | 949 |
|
|
2020
Q1 | $2.08M | Sell |
15,242
-328
| -2% | -$48.4K | ﹤0.01% | 1172 |
|
|
2019
Q4 | $2.05M | Buy |
15,570
+886
| +6% | +$116K | ﹤0.01% | 1341 |
|
|
2019
Q3 | $1.77M | Buy |
14,684
+776
| +6% | +$112K | ﹤0.01% | 1346 |
|
|
2019
Q2 | $2.12M | Sell |
13,908
-5,630
| -29% | -$817K | ﹤0.01% | 1216 |
|
|
2019
Q1 | $2.87M | Buy |
19,538
+4,948
| +34% | +$508K | 0.01% | 985 |
|
|
2018
Q4 | $1.22M | Sell |
14,590
-1,700
| -10% | -$131K | ﹤0.01% | 1378 |
|
|
2018
Q3 | $1.33M | Sell |
16,290
-32
| -0.2% | -$2.13K | ﹤0.01% | 1465 |
|
|
2018
Q2 | $810K | Buy |
16,322
+3,836
| +31% | +$172K | ﹤0.01% | 1780 |
|
|
2018
Q1 | $542K | Buy |
+12,486
| New | +$404K | ﹤0.01% | 2070 |
|
Other funds holding MDB
LPL Financial's MDB Position: Q2 2026 in Review
LPL Financial reduced its MongoDB (MDB) stake by 12% in Q2 2026, selling an estimated $2.31M and leaving 54,679 shares worth $18.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1633.
LPL Financial first reported a position in MDB in Q1 2018 and has held it in 34 quarters since. The position peaked at $27.6M in Q4 2025. 870 funds tracked by Wall St. Rank hold MDB as of Q2 2026.
- LPL Financial held 54,679 shares of MongoDB worth $18.4M as of Q2 2026.
- LPL Financial sold 7,713 MongoDB shares in Q2 2026, an estimated $2.31M.
- MongoDB made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1633 holding.
- LPL Financial first reported a position in MongoDB in Q1 2018 and has held it in 34 quarters since.
- LPL Financial's MongoDB position peaked at $27.6M in Q4 2025.
- 870 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.