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Prestige Wealth Management Group’s MongoDB MDB Stock Holding History

Prestige Wealth Management 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 		– Sell
-4
Closed -$980 – 1126
2026
Q1 		$980 Hold
4
– – ﹤0.01% 863
2025
Q4 		$1.68K Buy
+4
New +$1.46K ﹤0.01% 792

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

Prestige Wealth Management Group's MDB Position: Q2 2026 in Review

Prestige Wealth Management Group sold out of MongoDB (MDB) in Q2 2026, closing a stake of 4 shares — an estimated $980 sold.

Prestige Wealth Management Group first reported a position in MDB in Q4 2025 and held it in 2 quarters. The position peaked at $1.68K in Q4 2025. 870 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Prestige Wealth Management Group reported no remaining MongoDB position as of Q2 2026 after selling out during the quarter.
  • Prestige Wealth Management Group sold 4 MongoDB shares in Q2 2026, an estimated $980.
  • Prestige Wealth Management Group first reported a position in MongoDB in Q4 2025 and held it in 2 quarters.
  • Prestige Wealth Management Group's MongoDB position peaked at $1.68K in Q4 2025.
  • 870 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.