Stratos Wealth Partners’s MongoDB MDB Stock Holding History

Stratos Wealth Partners’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	$204K	Buy	+607	New	+$182K	﹤0.01%	1610
2026 Q1	–	Sell	-571	Closed	-$240K	–	1669
2025 Q4	$240K	Sell	571 -134	-19%	-$48.8K	﹤0.01%	1413
2025 Q3	$219K	Buy	+705	New	+$181K	﹤0.01%	1420
2024 Q4	–	Sell	-4,693	Closed	-$1.27M	–	1502
2024 Q3	$1.27M	Buy	+4,693	New	+$1.22M	0.02%	591
2024 Q2	–	Sell	-936	Closed	-$336K	–	1417
2024 Q1	$336K	Buy	936 +223	+31%	+$91.1K	0.01%	1052
2023 Q4	$292K	Buy	+713	New	+$270K	0.01%	1096
2021 Q1	–	Sell	-674	Closed	-$242K	–	1145
2020 Q4	$242K	Buy	+674	New	+$188K	0.01%	932
2019 Q2	–	Sell	-1,452	Closed	-$213K	–	979
2019 Q1	$213K	Buy	+1,452	New	+$149K	0.01%	843
2018 Q4	–	Sell	-5,619	Closed	-$458K	–	1806
2018 Q3	$458K	Sell	5,619 -1,011	-15%	-$67.4K	0.02%	570
2018 Q2	$329K	Buy	6,630 +2,560	+63%	+$115K	0.01%	702
2018 Q1	$177K	Buy	+4,070	New	+$132K	0.01%	958

Other funds holding MDB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Stratos Wealth Partners's MDB Position: Q2 2026 in Review

Stratos Wealth Partners opened a new position in MongoDB (MDB) in Q2 2026: 607 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #1610 among its holdings. This is a return to the name: Stratos Wealth Partners previously reported a position in MDB as recently as Q4 2025.

Stratos Wealth Partners first reported a position in MDB in Q1 2018 and has held it in 11 quarters since. The position peaked at $1.27M in Q3 2024. 872 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Stratos Wealth Partners held 607 shares of MongoDB worth $204K as of Q2 2026.
MongoDB was a new Stratos Wealth Partners position in Q2 2026.
MongoDB made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1610 holding.
Stratos Wealth Partners first reported a position in MongoDB in Q1 2018 and has held it in 11 quarters since.
Stratos Wealth Partners's MongoDB position peaked at $1.27M in Q3 2024.
872 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.