RMG Wealth Management’s MongoDB MDB Stock Holding History

RMG 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	–	Sell	-5	Closed	-$1.47K	–	656
2026 Q1	$1.47K	Buy	+5	New	+$1.67K	﹤0.01%	527

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

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

RMG Wealth Management sold out of MongoDB (MDB) in Q2 2026, closing a stake of 5 shares — an estimated $1.47K sold.

RMG Wealth Management first reported a position in MDB in Q1 2026 and held it in 1 quarter. The position peaked at $1.47K in Q1 2026. 870 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

RMG Wealth Management reported no remaining MongoDB position as of Q2 2026 after selling out during the quarter.
RMG Wealth Management sold 5 MongoDB shares in Q2 2026, an estimated $1.47K.
RMG Wealth Management first reported a position in MongoDB in Q1 2026 and held it in 1 quarter.
RMG Wealth Management's MongoDB position peaked at $1.47K in Q1 2026.
870 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

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