MAI Capital Management’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
$875K Buy
2,605
+1,311
+101% +$393K ﹤0.01% 1045
2026
Q1
$317K Buy
1,294
+1,081
+508% +$362K ﹤0.01% 1248
2025
Q4
$89.3K Buy
213
+86
+68% +$31.3K ﹤0.01% 1709
2025
Q3
$39.3K Sell
127
-59
-32% -$15.2K ﹤0.01% 2067
2025
Q2
$39K Buy
186
+71
+62% +$13.1K ﹤0.01% 1999
2025
Q1
$20.2K Sell
115
-132
-53% -$32.2K ﹤0.01% 2176
2024
Q4
$57.4K Buy
+247
New +$69.8K ﹤0.01% 1693
2024
Q2
Sell
-3,404
Closed -$1.22M 1282
2024
Q1
$1.22M Sell
3,404
-528
-13% -$216K 0.01% 512
2023
Q4
$1.61M Sell
3,932
-149
-4% -$56.5K 0.02% 369
2023
Q3
$1.41M Buy
4,081
+9
+0.2% +$3.42K 0.02% 367
2023
Q2
$1.67M Buy
4,072
+25
+0.6% +$7.29K 0.02% 334
2023
Q1
$943K Sell
4,047
-157
-4% -$32.9K 0.01% 440
2022
Q4
$828K Sell
4,204
-1,751
-29% -$312K 0.01% 461
2022
Q3
$1.18M Sell
5,955
-605
-9% -$177K 0.02% 343
2022
Q2
$1.7M Buy
+6,560
New +$2.05M 0.03% 286

Other funds holding MDB

MAI Capital Management's MDB Position: Q2 2026 in Review

MAI Capital Management increased its MongoDB (MDB) stake by 101% in Q2 2026, buying an estimated $393K and bringing the position to 2,605 shares worth $875K. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

MAI Capital Management first reported a position in MDB in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.7M in Q2 2022. 870 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • MAI Capital Management held 2,605 shares of MongoDB worth $875K as of Q2 2026.
  • MAI Capital Management bought 1,311 MongoDB shares in Q2 2026, an estimated $393K.
  • MongoDB made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1045 holding.
  • MAI Capital Management first reported a position in MongoDB in Q2 2022 and has held it in 15 quarters since.
  • MAI Capital Management's MongoDB position peaked at $1.7M in Q2 2022.
  • 870 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.