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Rothschild Investment LLC’s MongoDB MDB Stock Holding History

Rothschild Investment LLC’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 		$2.96M Buy
8,801
+2,663
+43% +$799K 0.11% 180
2026
Q1 		$1.5M Buy
6,138
+996
+19% +$333K 0.08% 196
2025
Q4 		$2.16M Sell
5,142
-9
-0.2% -$3.27K 0.12% 151
2025
Q3 		$1.6M Buy
5,151
+542
+12% +$139K 0.09% 177
2025
Q2 		$968K Buy
4,609
+1
+0% +$185 0.06% 229
2025
Q1 		$808K Buy
4,608
+1
+0% +$244 0.05% 257
2024
Q4 		$1.07M Sell
4,607
-120
-3% -$33.9K 0.07% 223
2024
Q3 		$1.28M Buy
4,727
+4,687
+11,718% +$1.22M 0.08% 208
2024
Q2 		$10K Hold
40
– – ﹤0.01% 1104
2024
Q1 		$14.3K Hold
40
– – ﹤0.01% 994
2023
Q4 		$16.4K Buy
+40
New +$15.2K ﹤0.01% 903

Other funds holding MDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Rothschild Investment LLC's MDB Position: Q2 2026 in Review

Rothschild Investment LLC increased its MongoDB (MDB) stake by 43% in Q2 2026, buying an estimated $799K and bringing the position to 8,801 shares worth $2.96M. The position accounts for 0.11% of the portfolio, ranked #180.

Rothschild Investment LLC first reported a position in MDB in Q4 2023 and has held it in 11 quarters since. 873 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Rothschild Investment LLC held 8,801 shares of MongoDB worth $2.96M as of Q2 2026.
  • Rothschild Investment LLC bought 2,663 MongoDB shares in Q2 2026, an estimated $799K.
  • MongoDB made up 0.11% of Rothschild Investment LLC's portfolio in Q2 2026, its #180 holding.
  • Rothschild Investment LLC first reported a position in MongoDB in Q4 2023 and has held it in 11 quarters since.
  • 873 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.