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McGlone Suttner Wealth Management’s MongoDB MDB Stock Holding History

McGlone Suttner Wealth Management’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
Q1 		– Sell
-538
Closed -$226K – 196
2025
Q4 		$226K Buy
+538
New +$196K 0.03% 179
2024
Q1 		– Sell
-472
Closed -$193K – 536
2023
Q4 		$193K Buy
+472
New +$179K 0.04% 162
2023
Q3 		– Sell
-489
Closed -$201K – 151
2023
Q2 		$201K Buy
+489
New +$143K 0.05% 147

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

McGlone Suttner Wealth Management's MDB Position: Q1 2026 in Review

McGlone Suttner Wealth Management sold out of MongoDB (MDB) in Q1 2026, closing a stake of 538 shares — an estimated $226K sold.

McGlone Suttner Wealth Management first reported a position in MDB in Q2 2023 and held it in 3 quarters. The position peaked at $226K in Q4 2025. 812 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • McGlone Suttner Wealth Management reported no remaining MongoDB position as of Q1 2026 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 538 MongoDB shares in Q1 2026, an estimated $226K.
  • McGlone Suttner Wealth Management first reported a position in MongoDB in Q2 2023 and held it in 3 quarters.
  • McGlone Suttner Wealth Management's MongoDB position peaked at $226K in Q4 2025.
  • 812 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.