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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
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 $5.7T 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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return