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
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 $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

Moran Wealth Management's MDB Position: Q1 2026 in Review

Moran Wealth Management reduced its MongoDB (MDB) stake by 7.3% in Q1 2026, selling an estimated $23.4K and leaving 893 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #460.

Moran Wealth Management first reported a position in MDB in Q3 2025 and has held it in 3 quarters since. The position peaked at $404K in Q4 2025. 811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • Moran Wealth Management held 893 shares of MongoDB worth $219K as of Q1 2026.
  • Moran Wealth Management sold 70 MongoDB shares in Q1 2026, an estimated $23.4K.
  • MongoDB made up 0.01% of Moran Wealth Management's portfolio in Q1 2026, its #460 holding.
  • Moran Wealth Management first reported a position in MongoDB in Q3 2025 and has held it in 3 quarters since.
  • Moran Wealth Management's MongoDB position peaked at $404K in Q4 2025.
  • 811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.