Tradewinds Capital Management’s MongoDB MDB Stock Holding History

Tradewinds Capital 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 Q2	$5.04K	Sell	15 -16	-52%	-$4.8K	﹤0.01%	472
2026 Q1	$7.59K	Hold	31	–	–	﹤0.01%	426
2025 Q4	$13K	Hold	31	–	–	﹤0.01%	357
2025 Q3	$9.62K	Hold	31	–	–	﹤0.01%	376
2025 Q2	$6.51K	Buy	31 +3	+11%	+$555	﹤0.01%	388
2025 Q1	$4.91K	Buy	28 +5	+22%	+$1.22K	﹤0.01%	423
2024 Q4	$5.36K	Buy	+23	New	+$6.5K	﹤0.01%	424
2022 Q1	–	Sell	-13	Closed	-$7K	–	812
2021 Q4	$7K	Hold	13	–	–	﹤0.01%	534
2021 Q3	$6K	Buy	13 +3	+30%	+$1.21K	﹤0.01%	530
2021 Q2	$4K	Hold	10	–	–	﹤0.01%	601
2021 Q1	$3K	Hold	10	–	–	﹤0.01%	602
2020 Q4	$4K	Sell	10 -5	-33%	-$1.4K	﹤0.01%	533
2020 Q3	$3K	Buy	15 +5	+50%	+$1.08K	﹤0.01%	544
2020 Q2	$2K	Buy	+10	New	+$1.85K	﹤0.01%	565

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

Tradewinds Capital Management's MDB Position: Q2 2026 in Review

Tradewinds Capital Management reduced its MongoDB (MDB) stake by 52% in Q2 2026, selling an estimated $4.8K and leaving 15 shares worth $5.04K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Tradewinds Capital Management first reported a position in MDB in Q2 2020 and has held it in 14 quarters since. The position peaked at $13K in Q4 2025. 866 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Tradewinds Capital Management held 15 shares of MongoDB worth $5.04K as of Q2 2026.
Tradewinds Capital Management sold 16 MongoDB shares in Q2 2026, an estimated $4.8K.
MongoDB made up ﹤0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #472 holding.
Tradewinds Capital Management first reported a position in MongoDB in Q2 2020 and has held it in 14 quarters since.
Tradewinds Capital Management's MongoDB position peaked at $13K in Q4 2025.
866 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.