LPL Financial
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LPL Financial’s MongoDB MDB Stock Holding History

LPL Financial’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
2024
Q1 		– Sell
-500
Closed -$204K – 4984
2023
Q4 		$204K Buy
+500
New +$190K ﹤0.01% 4381

Other funds holding MDB

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

LPL Financial's MDB Position: Q1 2026 in Review

LPL Financial reduced its MongoDB (MDB) stake by 5.3% in Q1 2026, selling an estimated $1.17M and leaving 62,392 shares worth $15.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1668.

LPL Financial first reported a position in MDB in Q1 2018 and has held it in 33 quarters since. The position peaked at $27.6M in Q4 2025. 812 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • LPL Financial held 62,392 shares of MongoDB worth $15.3M as of Q1 2026.
  • LPL Financial sold 3,486 MongoDB shares in Q1 2026, an estimated $1.17M.
  • MongoDB made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1668 holding.
  • LPL Financial first reported a position in MongoDB in Q1 2018 and has held it in 33 quarters since.
  • LPL Financial's MongoDB position peaked at $27.6M in Q4 2025.
  • 812 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.