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NewEdge Advisors’s MongoDB MDB Stock Holding History

NewEdge Advisors’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 		$951K Sell
3,887
-1,485
-28% -$497K ﹤0.01% 1533
2025
Q4 		$2.25M Buy
5,372
+1,467
+38% +$534K 0.01% 1013
2025
Q3 		$1.21M Sell
3,905
-303
-7% -$77.9K 0.01% 1288
2025
Q2 		$884K Sell
4,208
-30
-0.7% -$5.55K ﹤0.01% 1362
2025
Q1 		$743K Buy
4,238
+1,504
+55% +$367K ﹤0.01% 1354
2024
Q4 		$637K Sell
2,734
-864
-24% -$244K ﹤0.01% 1406
2024
Q3 		$973K Buy
3,598
+2,863
+390% +$744K 0.01% 1121
2024
Q2 		$184K Buy
735
+360
+96% +$114K ﹤0.01% 1944
2024
Q1 		$134K Sell
375
-489
-57% -$200K ﹤0.01% 1972
2023
Q4 		$353K Buy
864
+423
+96% +$160K ﹤0.01% 1472
2023
Q3 		$153K Buy
441
+91
+26% +$34.5K ﹤0.01% 1713
2023
Q2 		$144K Buy
350
+257
+276% +$75K ﹤0.01% 1738
2023
Q1 		$21.7K Sell
93
-285
-75% -$59.8K ﹤0.01% 2309
2022
Q4 		$56.1K Buy
+378
New +$67.3K ﹤0.01% 1673
2022
Q1 		– Sell
-703
Closed -$372K – 1427
2021
Q4 		$372K Buy
+703
New +$360K 0.01% 1217

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

NewEdge Advisors's MDB Position: Q1 2026 in Review

NewEdge Advisors reduced its MongoDB (MDB) stake by 28% in Q1 2026, selling an estimated $497K and leaving 3,887 shares worth $951K. The position accounts for ﹤0.01% of the portfolio, ranked #1533.

NewEdge Advisors first reported a position in MDB in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.25M in Q4 2025. 811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • NewEdge Advisors held 3,887 shares of MongoDB worth $951K as of Q1 2026.
  • NewEdge Advisors sold 1,485 MongoDB shares in Q1 2026, an estimated $497K.
  • MongoDB made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1533 holding.
  • NewEdge Advisors first reported a position in MongoDB in Q4 2021 and has held it in 15 quarters since.
  • NewEdge Advisors's MongoDB position peaked at $2.25M in Q4 2025.
  • 811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.