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Pursue Wealth Partners’s MongoDB MDB Stock Holding History

Pursue Wealth Partners’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 		$4.98M Sell
14,814
-4,750
-24% -$1.42M 2.79% 11
2026
Q1 		$4.79M Buy
19,564
+1,289
+7% +$431K 2.86% 11
2025
Q4 		$7.67M Sell
18,275
-415
-2% -$151K 3.73% 7
2025
Q3 		$5.8M Buy
18,690
+6,396
+52% +$1.64M 3.19% 8
2025
Q2 		$2.58M Sell
12,294
-1,019
-8% -$188K 1.47% 21
2025
Q1 		$2.34M Sell
13,313
-169
-1% -$41.2K 1.42% 22
2024
Q4 		$3.14M Sell
13,482
-958
-7% -$271K 1.8% 19
2024
Q3 		$3.9M Sell
14,440
-8,249
-36% -$2.14M 2.13% 12
2024
Q2 		$5.67M Buy
22,689
+531
+2% +$168K 3.09% 11
2024
Q1 		$7.95M Buy
22,158
+2,289
+12% +$935K 4.68% 4
2023
Q4 		$8.12M Buy
19,869
+623
+3% +$236K 5.25% 2
2023
Q3 		$6.66M Buy
19,246
+942
+5% +$358K 4.71% 3
2023
Q2 		$7.52M Buy
18,304
+2,817
+18% +$822K 4.72% 3
2023
Q1 		$3.61M Buy
15,487
+2,825
+22% +$593K 2.47% 8
2022
Q4 		$2.49M Sell
12,662
-1,622
-11% -$289K 1.93% 15
2022
Q3 		$2.84M Buy
14,284
+7,709
+117% +$2.25M 2.04% 13
2022
Q2 		$1.71M Buy
+6,575
New +$2.06M 1.09% 34

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

Pursue Wealth Partners's MDB Position: Q2 2026 in Review

Pursue Wealth Partners reduced its MongoDB (MDB) stake by 24% in Q2 2026, selling an estimated $1.42M and leaving 14,814 shares worth $4.98M. The position accounts for 2.79% of the portfolio, ranked #11.

Pursue Wealth Partners first reported a position in MDB in Q2 2022 and has held it in 17 quarters since. The position peaked at $8.12M in Q4 2023. 871 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Pursue Wealth Partners held 14,814 shares of MongoDB worth $4.98M as of Q2 2026.
  • Pursue Wealth Partners sold 4,750 MongoDB shares in Q2 2026, an estimated $1.42M.
  • MongoDB made up 2.79% of Pursue Wealth Partners's portfolio in Q2 2026, its #11 holding.
  • Pursue Wealth Partners first reported a position in MongoDB in Q2 2022 and has held it in 17 quarters since.
  • Pursue Wealth Partners's MongoDB position peaked at $8.12M in Q4 2023.
  • 871 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Pursue Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.