Robertson Stephens Wealth Management’s MongoDB MDB Stock Holding History

Robertson Stephens 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	–	Sell	-4,016	Closed	-$1.69M	–	641
2025 Q4	$1.69M	Buy	4,016 +16	+0.4%	+$5.82K	0.04%	235
2025 Q3	$1.24M	Sell	4,000 -4,800	-55%	-$1.23M	0.04%	229
2025 Q2	$1.85M	Sell	8,800 -2	-0%	-$370	0.06%	198
2025 Q1	$1.54M	Sell	8,802 -12	-0.1%	-$2.92K	0.05%	218
2024 Q4	$2.05M	Buy	8,814 +14	+0.2%	+$3.95K	0.07%	195
2024 Q3	$2.38M	Sell	8,800 -51	-0.6%	-$13.2K	0.09%	176
2024 Q2	$2.21M	Buy	8,851 +7,651	+638%	+$2.42M	0.11%	142
2024 Q1	$430K	Buy	+1,200	New	+$490K	0.02%	366

Other funds holding MDB

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Robertson Stephens Wealth Management's MDB Position: Q1 2026 in Review

Robertson Stephens Wealth Management sold out of MongoDB (MDB) in Q1 2026, closing a stake of 4,016 shares — an estimated $1.69M sold.

Robertson Stephens Wealth Management first reported a position in MDB in Q1 2024 and held it in 8 quarters. The position peaked at $2.38M in Q3 2024. 812 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

Robertson Stephens Wealth Management reported no remaining MongoDB position as of Q1 2026 after selling out during the quarter.
Robertson Stephens Wealth Management sold 4,016 MongoDB shares in Q1 2026, an estimated $1.69M.
Robertson Stephens Wealth Management first reported a position in MongoDB in Q1 2024 and held it in 8 quarters.
Robertson Stephens Wealth Management's MongoDB position peaked at $2.38M in Q3 2024.
812 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.