SWM
MDB icon

SHP Wealth Management’s MongoDB MDB Stock Holding History

SHP 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 		$5.51K Buy
22
+7
+47% +$2.34K ﹤0.01% 1044
2025
Q4 		$6.5K Buy
+15
New +$5.46K ﹤0.01% 930

Other funds holding MDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $113B AUM 36.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $62.3B AUM 26.25% 1-Year Est. Return

SHP Wealth Management's MDB Position: Q1 2026 in Review

SHP Wealth Management increased its MongoDB (MDB) stake by 47% in Q1 2026, buying an estimated $2.34K and bringing the position to 22 shares worth $5.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

SHP Wealth Management first reported a position in MDB in Q4 2025 and has held it in 2 quarters since. The position peaked at $6.5K in Q4 2025. 814 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • SHP Wealth Management held 22 shares of MongoDB worth $5.51K as of Q1 2026.
  • SHP Wealth Management bought 7 MongoDB shares in Q1 2026, an estimated $2.34K.
  • MongoDB made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1044 holding.
  • SHP Wealth Management first reported a position in MongoDB in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's MongoDB position peaked at $6.5K in Q4 2025.
  • 814 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.