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Newbridge Financial Services Group’s MongoDB MDB Stock Holding History

Newbridge Financial Services 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 		$137K Sell
409
-212
-34% -$63.6K 0.02% 292
2026
Q1 		$152K Sell
621
-565
-48% -$189K 0.03% 252
2025
Q4 		$498K Sell
1,186
-92
-7% -$33.5K 0.08% 144
2025
Q3 		$397K Sell
1,278
-258
-17% -$66.3K 0.06% 215
2025
Q2 		$323K Hold
1,536
– – 0.05% 234
2025
Q1 		$269K Buy
1,536
+90
+6% +$21.9K 0.07% 167
2024
Q4 		$337K Sell
1,446
-106
-7% -$29.9K 0.09% 157
2024
Q3 		$420K Buy
1,552
+152
+11% +$39.5K 0.15% 103
2024
Q2 		$350K Buy
1,400
+285
+26% +$90K 0.13% 124
2024
Q1 		$400K Buy
1,115
+220
+25% +$89.9K 0.17% 119
2023
Q4 		$366K Buy
895
+436
+95% +$165K 0.18% 127
2023
Q3 		$159K Sell
459
-47
-9% -$17.8K 0.08% 222
2023
Q2 		$208K Sell
506
-21
-4% -$6.13K 0.1% 196
2023
Q1 		$123K Sell
527
-91
-15% -$19.1K 0.07% 279
2022
Q4 		$122K Buy
618
+19
+3% +$3.38K 0.07% 264
2022
Q3 		$119K Buy
599
+50
+9% +$14.6K 0.07% 266
2022
Q2 		$142K Buy
549
+84
+18% +$26.3K 0.09% 208
2022
Q1 		$206K Buy
465
+13
+3% +$5.08K 0.1% 197
2021
Q4 		$239K Sell
452
-39
-8% -$20K 0.11% 181
2021
Q3 		$232K Buy
491
+369
+302% +$149K 0.15% 156
2021
Q2 		$44K Hold
122
– – 0.03% 482
2021
Q1 		$33K Sell
122
-335
-73% -$119K 0.02% 530
2020
Q4 		$164K Sell
457
-232
-34% -$64.8K 0.14% 155
2020
Q3 		$160K Buy
+689
New +$149K 0.16% 133

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

Newbridge Financial Services Group's MDB Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its MongoDB (MDB) stake by 34% in Q2 2026, selling an estimated $63.6K and leaving 409 shares worth $137K. The position accounts for 0.02% of the portfolio, ranked #292.

Newbridge Financial Services Group first reported a position in MDB in Q3 2020 and has held it in 24 quarters since. The position peaked at $498K in Q4 2025. 867 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Newbridge Financial Services Group held 409 shares of MongoDB worth $137K as of Q2 2026.
  • Newbridge Financial Services Group sold 212 MongoDB shares in Q2 2026, an estimated $63.6K.
  • MongoDB made up 0.02% of Newbridge Financial Services Group's portfolio in Q2 2026, its #292 holding.
  • Newbridge Financial Services Group first reported a position in MongoDB in Q3 2020 and has held it in 24 quarters since.
  • Newbridge Financial Services Group's MongoDB position peaked at $498K in Q4 2025.
  • 867 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.