WI
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WBI Investments’s MongoDB MDB Stock Holding History

WBI Investments’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 		$731K Buy
+2,178
New +$653K 0.18% 149
2026
Q1 		– Sell
-2,724
Closed -$1.14M – 358
2025
Q4 		$1.14M Buy
2,724
+1,415
+108% +$515K 0.3% 90
2025
Q3 		$406K Buy
+1,309
New +$336K 0.1% 223
2024
Q4 		– Sell
-2,600
Closed -$703K – 256
2024
Q3 		$703K Buy
+2,600
New +$675K 0.17% 143

Other funds holding MDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

WBI Investments's MDB Position: Q2 2026 in Review

WBI Investments opened a new position in MongoDB (MDB) in Q2 2026: 2,178 shares worth $731K. The stake represents 0.18% of the portfolio and ranks #149 among its holdings. This is a return to the name: WBI Investments previously reported a position in MDB as recently as Q4 2025.

WBI Investments first reported a position in MDB in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.14M in Q4 2025. 873 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • WBI Investments held 2,178 shares of MongoDB worth $731K as of Q2 2026.
  • MongoDB was a new WBI Investments position in Q2 2026.
  • MongoDB made up 0.18% of WBI Investments's portfolio in Q2 2026, its #149 holding.
  • WBI Investments first reported a position in MongoDB in Q3 2024 and has held it in 4 quarters since.
  • WBI Investments's MongoDB position peaked at $1.14M in Q4 2025.
  • 873 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.