PWG
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Portside Wealth Group’s MongoDB MDB Stock Holding History

Portside Wealth 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 		$283K Buy
+843
New +$253K 0.03% 417
2026
Q1 		– Sell
-626
Closed -$263K – 502
2025
Q4 		$263K Buy
+626
New +$228K 0.04% 397

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

Portside Wealth Group's MDB Position: Q2 2026 in Review

Portside Wealth Group opened a new position in MongoDB (MDB) in Q2 2026: 843 shares worth $283K. The stake represents 0.03% of the portfolio and ranks #417 among its holdings. This is a return to the name: Portside Wealth Group previously reported a position in MDB as recently as Q4 2025.

Portside Wealth Group first reported a position in MDB in Q4 2025 and has held it in 2 quarters since. 870 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Portside Wealth Group held 843 shares of MongoDB worth $283K as of Q2 2026.
  • MongoDB was a new Portside Wealth Group position in Q2 2026.
  • MongoDB made up 0.03% of Portside Wealth Group's portfolio in Q2 2026, its #417 holding.
  • Portside Wealth Group first reported a position in MongoDB in Q4 2025 and has held it in 2 quarters since.
  • 870 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.