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SteelPeak Wealth’s MongoDB MDB Stock Holding History

SteelPeak Wealth’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
-2,667
Closed -$653K – 683
2026
Q1 		$653K Buy
+2,667
New +$892K 0.02% 348
2024
Q1 		– Sell
-1,757
Closed -$718K – 517
2023
Q4 		$718K Sell
1,757
-1,159
-40% -$440K 0.04% 244
2023
Q3 		$1.01M Buy
+2,916
New +$1.11M 0.06% 185
2022
Q4 		– Sell
-2,925
Closed -$581K – 458
2022
Q3 		$581K Sell
2,925
-139
-5% -$40.6K 0.04% 223
2022
Q2 		$795K Buy
3,064
+1,313
+75% +$410K 0.06% 192
2022
Q1 		$777K Buy
1,751
+659
+60% +$258K 0.04% 215
2021
Q4 		$578K Buy
1,092
+174
+19% +$89.1K 0.03% 235
2021
Q3 		$433K Sell
918
-172
-16% -$69.3K 0.03% 268
2021
Q2 		$394K Sell
1,090
-321
-23% -$99.3K 0.03% 295
2021
Q1 		$377K Buy
+1,411
New +$500K 0.03% 266

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 $3.37T AUM 44.26% 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

SteelPeak Wealth's MDB Position: Q2 2026 in Review

SteelPeak Wealth sold out of MongoDB (MDB) in Q2 2026, closing a stake of 2,667 shares — an estimated $653K sold.

SteelPeak Wealth first reported a position in MDB in Q1 2021 and held it in 10 quarters. The position peaked at $1.01M in Q3 2023. 870 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • SteelPeak Wealth reported no remaining MongoDB position as of Q2 2026 after selling out during the quarter.
  • SteelPeak Wealth sold 2,667 MongoDB shares in Q2 2026, an estimated $653K.
  • SteelPeak Wealth first reported a position in MongoDB in Q1 2021 and held it in 10 quarters.
  • SteelPeak Wealth's MongoDB position peaked at $1.01M in Q3 2023.
  • 870 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.