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NBC Securities’s MongoDB MDB Stock Holding History

NBC Securities’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 		$59.2K Buy
242
+32
+15% +$10.7K ﹤0.01% 1255
2025
Q4 		$88.1K Buy
+210
New +$76.4K 0.01% 1121
2025
Q3 		– Sell
-13
Closed -$2K – 2844
2025
Q2 		$2K Buy
+13
New +$2.4K ﹤0.01% 2297
2024
Q4 		– Sell
-36
Closed -$9K – 1749
2024
Q3 		$9K Buy
36
+20
+125% +$5.2K ﹤0.01% 1768
2024
Q2 		$3K Sell
16
-1
-6% -$316 ﹤0.01% 1943
2024
Q1 		$6K Hold
17
– – ﹤0.01% 1824
2023
Q4 		$6K Hold
17
– – ﹤0.01% 1839
2023
Q3 		$5K Buy
+17
New +$6.45K ﹤0.01% 1868

Other funds holding MDB

BlackRock
BlackRock New York $5.7T 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 $110B 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 $61.3B AUM 26.25% 1-Year Est. Return