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Root Financial Partners’s MongoDB MDB Stock Holding History

Root Financial Partners’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
-65
Closed -$15.9K – 2039
2026
Q1 		$15.9K Sell
65
-22
-25% -$7.36K ﹤0.01% 1450
2025
Q4 		$36.5K Buy
87
+32
+58% +$11.6K ﹤0.01% 849
2025
Q3 		$17.1K Buy
+55
New +$14.1K ﹤0.01% 1196

Other funds holding MDB

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Root Financial Partners's MDB Position: Q2 2026 in Review

Root Financial Partners sold out of MongoDB (MDB) in Q2 2026, closing a stake of 65 shares — an estimated $15.9K sold.

Root Financial Partners first reported a position in MDB in Q3 2025 and held it in 3 quarters. The position peaked at $36.5K in Q4 2025. 243 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Root Financial Partners reported no remaining MongoDB position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 65 MongoDB shares in Q2 2026, an estimated $15.9K.
  • Root Financial Partners first reported a position in MongoDB in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's MongoDB position peaked at $36.5K in Q4 2025.
  • 243 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.