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Steward Partners Investment Advisory’s MongoDB MDB Stock Holding History

Steward Partners Investment Advisory’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 		$163K Sell
664
-1,840
-73% -$615K ﹤0.01% 2126
2025
Q4 		$1.05M Buy
2,504
+1,734
+225% +$631K 0.01% 1046
2025
Q3 		$239K Buy
770
+246
+47% +$63.2K ﹤0.01% 1778
2025
Q2 		$110K Sell
524
-210
-29% -$38.8K ﹤0.01% 2055
2025
Q1 		$129K Sell
734
-434
-37% -$106K ﹤0.01% 1874
2024
Q4 		$272K Buy
1,168
+133
+13% +$37.6K ﹤0.01% 1459
2024
Q3 		$280K Buy
1,035
+61
+6% +$15.8K ﹤0.01% 1363
2024
Q2 		$243K Sell
974
-37
-4% -$11.7K ﹤0.01% 1356
2024
Q1 		$363K Buy
1,011
+875
+643% +$358K ﹤0.01% 1182
2023
Q4 		$55.6K Buy
136
+100
+278% +$37.9K ﹤0.01% 1935
2023
Q3 		$12.5K Hold
36
– – ﹤0.01% 2509
2023
Q2 		$14.8K Sell
36
-21
-37% -$6.13K ﹤0.01% 2429
2023
Q1 		$13.3K Sell
57
-3
-5% -$630 ﹤0.01% 2434
2022
Q4 		$11.8K Sell
60
-148
-71% -$26.3K ﹤0.01% 2480
2022
Q3 		$41K Buy
208
+20
+11% +$5.84K ﹤0.01% 1882
2022
Q2 		$49K Sell
188
-23
-11% -$7.19K ﹤0.01% 1823
2022
Q1 		$94K Buy
211
+1
+0.5% +$391 ﹤0.01% 1635
2021
Q4 		$111K Buy
210
+70
+50% +$35.8K ﹤0.01% 1552
2021
Q3 		$66K Hold
140
– – ﹤0.01% 1742
2021
Q2 		$51K Sell
140
-540
-79% -$167K ﹤0.01% 3351
2021
Q1 		$182K Buy
680
+473
+229% +$168K ﹤0.01% 1343
2020
Q4 		$74K Buy
207
+7
+4% +$1.96K ﹤0.01% 1488
2020
Q3 		$46K Buy
200
+130
+186% +$28.2K ﹤0.01% 1538
2020
Q2 		$16K Buy
70
+52
+289% +$9.63K ﹤0.01% 1859
2020
Q1 		$2K Hold
18
– – ﹤0.01% 2294
2019
Q4 		$2K Hold
18
– – ﹤0.01% 2437
2019
Q3 		$2K Buy
+18
New +$2.6K ﹤0.01% 2440

Other funds holding MDB

BlackRock
BlackRock New York $5.72T 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 $113B 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 $62.3B AUM 26.25% 1-Year Est. Return

Steward Partners Investment Advisory's MDB Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its MongoDB (MDB) stake by 73% in Q1 2026, selling an estimated $615K and leaving 664 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #2126.

Steward Partners Investment Advisory first reported a position in MDB in Q3 2019 and has held it in 27 quarters since. The position peaked at $1.05M in Q4 2025. 811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • Steward Partners Investment Advisory held 664 shares of MongoDB worth $163K as of Q1 2026.
  • Steward Partners Investment Advisory sold 1,840 MongoDB shares in Q1 2026, an estimated $615K.
  • MongoDB made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2126 holding.
  • Steward Partners Investment Advisory first reported a position in MongoDB in Q3 2019 and has held it in 27 quarters since.
  • Steward Partners Investment Advisory's MongoDB position peaked at $1.05M in Q4 2025.
  • 811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.