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Merit Financial Group’s MongoDB MDB Stock Holding History

Merit Financial Group’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 		$2.23M Sell
6,633
-192
-3% -$57.6K 0.01% 708
2026
Q1 		$1.67M Buy
6,825
+1,758
+35% +$588K 0.01% 758
2025
Q4 		$2.13M Buy
5,067
+769
+18% +$280K 0.02% 627
2025
Q3 		$1.33M Sell
4,298
-65
-1% -$16.7K 0.01% 722
2025
Q2 		$916K Buy
+4,363
New +$807K 0.01% 833

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

Merit Financial Group's MDB Position: Q2 2026 in Review

Merit Financial Group reduced its MongoDB (MDB) stake by 2.8% in Q2 2026, selling an estimated $57.6K and leaving 6,633 shares worth $2.23M. The position accounts for 0.01% of the portfolio, ranked #708.

Merit Financial Group first reported a position in MDB in Q2 2025 and has held it in 5 quarters since. 867 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Merit Financial Group held 6,633 shares of MongoDB worth $2.23M as of Q2 2026.
  • Merit Financial Group sold 192 MongoDB shares in Q2 2026, an estimated $57.6K.
  • MongoDB made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #708 holding.
  • Merit Financial Group first reported a position in MongoDB in Q2 2025 and has held it in 5 quarters since.
  • 867 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.