MWM
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Moran Wealth Management’s MongoDB MDB Stock Holding History

Moran 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
Q2 		$263K Sell
782
-111
-12% -$33.3K 0.01% 475
2026
Q1 		$219K Sell
893
-70
-7% -$23.4K 0.01% 460
2025
Q4 		$404K Buy
963
+74
+8% +$26.9K 0.01% 418
2025
Q3 		$276K Buy
+889
New +$229K 0.01% 467

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

Moran Wealth Management's MDB Position: Q2 2026 in Review

Moran Wealth Management reduced its MongoDB (MDB) stake by 12% in Q2 2026, selling an estimated $33.3K and leaving 782 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #475.

Moran Wealth Management first reported a position in MDB in Q3 2025 and has held it in 4 quarters since. The position peaked at $404K in Q4 2025. 870 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Moran Wealth Management held 782 shares of MongoDB worth $263K as of Q2 2026.
  • Moran Wealth Management sold 111 MongoDB shares in Q2 2026, an estimated $33.3K.
  • MongoDB made up 0.01% of Moran Wealth Management's portfolio in Q2 2026, its #475 holding.
  • Moran Wealth Management first reported a position in MongoDB in Q3 2025 and has held it in 4 quarters since.
  • Moran Wealth Management's MongoDB position peaked at $404K in Q4 2025.
  • 870 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.