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 Q2	$355K	Sell	1,058 -104	-9%	-$31.2K	0.01%	983
2026 Q1	$284K	Buy	+1,162	New	+$389K	﹤0.01%	1001

Other funds holding MDB

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Ritholtz Wealth Management reduced its MongoDB (MDB) stake by 9% in Q2 2026, selling an estimated $31.2K and leaving 1,058 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #983.

Ritholtz Wealth Management first reported a position in MDB in Q1 2026 and has held it in 2 quarters since. 870 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Ritholtz Wealth Management held 1,058 shares of MongoDB worth $355K as of Q2 2026.
Ritholtz Wealth Management sold 104 MongoDB shares in Q2 2026, an estimated $31.2K.
MongoDB made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #983 holding.
Ritholtz Wealth Management first reported a position in MongoDB in Q1 2026 and has held it in 2 quarters since.
870 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.