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NewEdge Wealth’s MongoDB MDB Stock Holding History

NewEdge Wealth’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 		$3.82M Buy
11,371
+4,254
+60% +$1.28M 0.04% 297
2026
Q1 		$1.74M Buy
7,117
+6,422
+924% +$2.15M 0.02% 472
2025
Q4 		$292K Buy
+695
New +$253K ﹤0.01% 1030
2025
Q2 		– Sell
-1,202
Closed -$211K – 1006
2025
Q1 		$211K Buy
1,202
+7
+0.6% +$1.71K ﹤0.01% 877
2024
Q4 		$278K Buy
1,195
+102
+9% +$28.8K ﹤0.01% 783
2024
Q3 		$295K Buy
+1,093
New +$284K 0.01% 730
2024
Q2 		– Sell
-609
Closed -$221K – 800
2024
Q1 		$221K Buy
+609
New +$249K 0.01% 745

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

NewEdge Wealth's MDB Position: Q2 2026 in Review

NewEdge Wealth increased its MongoDB (MDB) stake by 60% in Q2 2026, buying an estimated $1.28M and bringing the position to 11,371 shares worth $3.82M. The position accounts for 0.04% of the portfolio, ranked #297.

NewEdge Wealth first reported a position in MDB in Q1 2024 and has held it in 7 quarters since. 868 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • NewEdge Wealth held 11,371 shares of MongoDB worth $3.82M as of Q2 2026.
  • NewEdge Wealth bought 4,254 MongoDB shares in Q2 2026, an estimated $1.28M.
  • MongoDB made up 0.04% of NewEdge Wealth's portfolio in Q2 2026, its #297 holding.
  • NewEdge Wealth first reported a position in MongoDB in Q1 2024 and has held it in 7 quarters since.
  • 868 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.