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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

WBI Investments's MDB Position: Q1 2026 in Review

WBI Investments sold out of MongoDB (MDB) in Q1 2026, closing a stake of 2,724 shares — an estimated $1.14M sold.

WBI Investments first reported a position in MDB in Q3 2024 and held it in 3 quarters. The position peaked at $1.14M in Q4 2025. 812 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • WBI Investments reported no remaining MongoDB position as of Q1 2026 after selling out during the quarter.
  • WBI Investments sold 2,724 MongoDB shares in Q1 2026, an estimated $1.14M.
  • WBI Investments first reported a position in MongoDB in Q3 2024 and held it in 3 quarters.
  • WBI Investments's MongoDB position peaked at $1.14M in Q4 2025.
  • 812 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.