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Ritholtz Wealth Management’s MongoDB MDB Stock Holding History

Ritholtz 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
Q1 		$284K Buy
+1,162
New +$389K ﹤0.01% 1001

Other funds holding MDB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Ritholtz Wealth Management's MDB Position: Q1 2026 in Review

Ritholtz Wealth Management opened a new position in MongoDB (MDB) in Q1 2026: 1,162 shares worth $284K. The stake represents ﹤0.01% of the portfolio and ranks #1001 among its holdings.

811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • Ritholtz Wealth Management held 1,162 shares of MongoDB worth $284K as of Q1 2026.
  • MongoDB was a new Ritholtz Wealth Management position in Q1 2026.
  • MongoDB made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #1001 holding.
  • 811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.