WFA
MDB icon

Wedbush Fund Advisers’s MongoDB MDB Stock Holding History

Wedbush Fund Advisers’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 		$21.9M Sell
65,179
-1,755
-3% -$526K 1.94% 24
2026
Q1 		$16.4M Buy
66,934
+16,404
+32% +$5.49M 1.9% 25
2025
Q4 		$21.2M Buy
+50,530
New +$18.4M 2.19% 23

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 $3.37T 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Wedbush Fund Advisers's MDB Position: Q2 2026 in Review

Wedbush Fund Advisers reduced its MongoDB (MDB) stake by 2.6% in Q2 2026, selling an estimated $526K and leaving 65,179 shares worth $21.9M. The position accounts for 1.94% of the portfolio, ranked #24.

Wedbush Fund Advisers first reported a position in MDB in Q4 2025 and has held it in 3 quarters since. 852 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Wedbush Fund Advisers held 65,179 shares of MongoDB worth $21.9M as of Q2 2026.
  • Wedbush Fund Advisers sold 1,755 MongoDB shares in Q2 2026, an estimated $526K.
  • MongoDB made up 1.94% of Wedbush Fund Advisers's portfolio in Q2 2026, its #24 holding.
  • Wedbush Fund Advisers first reported a position in MongoDB in Q4 2025 and has held it in 3 quarters since.
  • 852 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Wedbush Fund Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.