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LRI Investments’s MongoDB MDB Stock Holding History

LRI Investments’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 		$11.4K Buy
34
+1
+3% +$300 ﹤0.01% 920
2026
Q1 		$8.14K Buy
33
+5
+18% +$1.67K ﹤0.01% 942
2025
Q4 		$11.8K Buy
28
+5
+22% +$1.82K ﹤0.01% 825
2025
Q3 		$6.99K Buy
+23
New +$5.91K ﹤0.01% 956
2025
Q2 		– Sell
-33
Closed -$5.79K – 1291
2025
Q1 		$5.79K Hold
33
– – ﹤0.01% 909
2024
Q4 		$7.68K Hold
33
– – ﹤0.01% 825
2024
Q3 		$9.62K Sell
33
-73
-69% -$19K ﹤0.01% 794
2024
Q2 		$26.6K Buy
+106
New +$33.5K ﹤0.01% 568

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 $3.37T 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 $287B AUM 42.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

LRI Investments's MDB Position: Q2 2026 in Review

LRI Investments increased its MongoDB (MDB) stake by 3% in Q2 2026, buying an estimated $300 and bringing the position to 34 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #920.

LRI Investments first reported a position in MDB in Q2 2024 and has held it in 8 quarters since. The position peaked at $26.6K in Q2 2024. 872 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • LRI Investments held 34 shares of MongoDB worth $11.4K as of Q2 2026.
  • LRI Investments bought 1 MongoDB share in Q2 2026, an estimated $300.
  • MongoDB made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #920 holding.
  • LRI Investments first reported a position in MongoDB in Q2 2024 and has held it in 8 quarters since.
  • LRI Investments's MongoDB position peaked at $26.6K in Q2 2024.
  • 872 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.