RAFFA WEALTH MANAGEMENT, LLC’s MongoDB MDB Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$6.38K	Buy	19 +10	+111%	+$3K	﹤0.01%	529
2026 Q1	$2.2K	Buy	9 +1	+13%	+$334	﹤0.01%	729
2025 Q4	$3.36K	Sell	8 -1	-11%	-$364	﹤0.01%	603
2025 Q3	$2.79K	Buy	9 +4	+80%	+$1.03K	﹤0.01%	623
2025 Q2	$1.05K	Hold	5	–	–	﹤0.01%	858
2025 Q1	$877	Hold	5	–	–	﹤0.01%	861
2024 Q4	$1.16K	Hold	5	–	–	﹤0.01%	833
2024 Q3	$1.35K	Hold	5	–	–	﹤0.01%	751
2024 Q2	$1.25K	Hold	5	–	–	﹤0.01%	837
2024 Q1	$1.79K	Hold	5	–	–	﹤0.01%	734
2023 Q4	$2.04K	Hold	5	–	–	﹤0.01%	607
2023 Q3	$1.73K	Hold	5	–	–	﹤0.01%	633
2023 Q2	$2.06K	Hold	5	–	–	﹤0.01%	598
2023 Q1	$1.17K	Hold	5	–	–	﹤0.01%	746
2022 Q4	$984	Hold	5	–	–	﹤0.01%	785
2022 Q3	$993	Hold	5	–	–	﹤0.01%	810
2022 Q2	$1.3K	Hold	5	–	–	﹤0.01%	726
2022 Q1	$2.22K	Hold	5	–	–	﹤0.01%	612
2021 Q4	$2.65K	Hold	5	–	–	﹤0.01%	581
2021 Q3	$2.36K	Hold	5	–	–	﹤0.01%	572
2021 Q2	$1.81K	Sell	5 -14	-74%	-$4.33K	﹤0.01%	654
2021 Q1	$4.97K	Buy	19 +5	+36%	+$1.77K	﹤0.01%	403
2020 Q4	$5.03K	Sell	14 -7	-33%	-$1.96K	﹤0.01%	358
2020 Q3	$4.86K	Sell	21 -16	-43%	-$3.47K	﹤0.01%	335
2020 Q2	$8.38K	Sell	37 -13	-26%	-$2.41K	﹤0.01%	245
2020 Q1	$6.83K	Buy	+50	New	+$7.38K	﹤0.01%	239

Other funds holding MDB

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's MDB Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its MongoDB (MDB) stake by 111% in Q2 2026, buying an estimated $3K and bringing the position to 19 shares worth $6.38K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in MDB in Q1 2020 and has held it in 26 quarters since. The position peaked at $8.38K in Q2 2020. 221 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 19 shares of MongoDB worth $6.38K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 10 MongoDB shares in Q2 2026, an estimated $3K.
MongoDB made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #529 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in MongoDB in Q1 2020 and has held it in 26 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's MongoDB position peaked at $8.38K in Q2 2020.
221 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.