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Virtus Wealth Solutions’s MongoDB MDB Stock Holding History

Virtus Wealth Solutions’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 		– Sell
-6,854
Closed -$2.88M – 60
2025
Q4 		$2.88M Buy
6,854
+5,089
+288% +$1.85M 0.55% 26
2025
Q3 		$548K Buy
+1,765
New +$454K 0.11% 40

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Virtus Wealth Solutions's MDB Position: Q1 2026 in Review

Virtus Wealth Solutions sold out of MongoDB (MDB) in Q1 2026, closing a stake of 6,854 shares — an estimated $2.88M sold.

Virtus Wealth Solutions first reported a position in MDB in Q3 2025 and held it in 2 quarters. The position peaked at $2.88M in Q4 2025. 815 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • Virtus Wealth Solutions reported no remaining MongoDB position as of Q1 2026 after selling out during the quarter.
  • Virtus Wealth Solutions sold 6,854 MongoDB shares in Q1 2026, an estimated $2.88M.
  • Virtus Wealth Solutions first reported a position in MongoDB in Q3 2025 and held it in 2 quarters.
  • Virtus Wealth Solutions's MongoDB position peaked at $2.88M in Q4 2025.
  • 815 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

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