Raffa Wealth Management’s MongoDB MDB Stock Holding History

Raffa Wealth Management’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	$6.38K	Buy	19 +10	+111%	+$3K	﹤0.01%	529
2026 Q1	$2.2K	Buy	9 +1	+13%	+$334	﹤0.01%	729
2025 Q4	$3.36K	Sell	8 -1	-11%	-$364	﹤0.01%	603
2025 Q3	$2.79K	Buy	9 +4	+80%	+$1.03K	﹤0.01%	623
2025 Q2	$1.05K	Hold	5	–	–	﹤0.01%	858
2025 Q1	$877	Hold	5	–	–	﹤0.01%	861
2024 Q4	$1.16K	Hold	5	–	–	﹤0.01%	833
2024 Q3	$1.35K	Hold	5	–	–	﹤0.01%	751
2024 Q2	$1.25K	Hold	5	–	–	﹤0.01%	837
2024 Q1	$1.79K	Hold	5	–	–	﹤0.01%	734
2023 Q4	$2.04K	Hold	5	–	–	﹤0.01%	607
2023 Q3	$1.73K	Hold	5	–	–	﹤0.01%	633
2023 Q2	$2.06K	Hold	5	–	–	﹤0.01%	598
2023 Q1	$1.17K	Hold	5	–	–	﹤0.01%	746
2022 Q4	$984	Hold	5	–	–	﹤0.01%	785
2022 Q3	$993	Hold	5	–	–	﹤0.01%	810
2022 Q2	$1.3K	Hold	5	–	–	﹤0.01%	726
2022 Q1	$2.22K	Hold	5	–	–	﹤0.01%	612
2021 Q4	$2.65K	Hold	5	–	–	﹤0.01%	581
2021 Q3	$2.36K	Hold	5	–	–	﹤0.01%	572
2021 Q2	$1.81K	Sell	5 -14	-74%	-$4.33K	﹤0.01%	654
2021 Q1	$4.97K	Buy	19 +5	+36%	+$1.77K	﹤0.01%	403
2020 Q4	$5.03K	Sell	14 -7	-33%	-$1.96K	﹤0.01%	358
2020 Q3	$4.86K	Sell	21 -16	-43%	-$3.47K	﹤0.01%	335
2020 Q2	$8.38K	Sell	37 -13	-26%	-$2.41K	﹤0.01%	245
2020 Q1	$6.83K	Buy	+50	New	+$7.38K	﹤0.01%	239

Other funds holding MDB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Raffa Wealth Management's MDB Position: Q2 2026 in Review

Raffa Wealth Management increased its MongoDB (MDB) stake by 111% in Q2 2026, buying an estimated $3K and bringing the position to 19 shares worth $6.38K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Raffa Wealth Management first reported a position in MDB in Q1 2020 and has held it in 26 quarters since. The position peaked at $8.38K in Q2 2020. 813 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Raffa Wealth Management held 19 shares of MongoDB worth $6.38K as of Q2 2026.
Raffa Wealth Management bought 10 MongoDB shares in Q2 2026, an estimated $3K.
MongoDB made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #529 holding.
Raffa Wealth Management first reported a position in MongoDB in Q1 2020 and has held it in 26 quarters since.
Raffa Wealth Management's MongoDB position peaked at $8.38K in Q2 2020.
813 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.