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Wedbush Securities’s MongoDB MDB Stock Holding History

Wedbush Securities’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 		$909K Buy
3,715
+1,961
+112% +$656K 0.03% 482
2025
Q4 		$736K Sell
1,754
-337
-16% -$123K 0.02% 548
2025
Q3 		$649K Sell
2,091
-1,932
-48% -$497K 0.02% 560
2025
Q2 		$845K Buy
4,023
+1,001
+33% +$185K 0.03% 464
2025
Q1 		$530K Buy
3,022
+77
+3% +$18.8K 0.02% 594
2024
Q4 		$686K Buy
2,945
+125
+4% +$35.3K 0.02% 501
2024
Q3 		$762K Buy
2,820
+81
+3% +$21K 0.03% 458
2024
Q2 		$685K Buy
2,739
+470
+21% +$148K 0.02% 500
2024
Q1 		$814K Buy
2,269
+1,054
+87% +$431K 0.03% 460
2023
Q4 		$497K Buy
1,215
+126
+12% +$47.8K 0.02% 552
2023
Q3 		$377K Buy
1,089
+257
+31% +$97.6K 0.02% 621
2023
Q2 		$342K Sell
832
-199
-19% -$58K 0.02% 694
2023
Q1 		$240K Buy
+1,031
New +$216K 0.01% 845
2022
Q3 		– Sell
-2,539
Closed -$659K – 1084
2022
Q2 		$659K Buy
2,539
+286
+13% +$89.4K 0.04% 422
2022
Q1 		$999K Buy
2,253
+40
+2% +$15.6K 0.05% 345
2021
Q4 		$1.17M Buy
2,213
+84
+4% +$43K 0.05% 318
2021
Q3 		$1M Sell
2,129
-1
-0% -$403 0.05% 352
2021
Q2 		$770K Sell
2,130
-1,012
-32% -$313K 0.04% 447
2021
Q1 		$840K Buy
3,142
+2,213
+238% +$784K 0.05% 384
2020
Q4 		$334K Buy
929
+25
+3% +$6.98K 0.03% 597
2020
Q3 		$209K Buy
904
+15
+2% +$3.25K 0.02% 757
2020
Q2 		$201K Buy
+889
New +$165K 0.02% 779
2019
Q2 		– Sell
-1,379
Closed -$203K – 1019
2019
Q1 		$203K Buy
+1,379
New +$142K 0.02% 769

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

Wedbush Securities's MDB Position: Q1 2026 in Review

Wedbush Securities increased its MongoDB (MDB) stake by 112% in Q1 2026, buying an estimated $656K and bringing the position to 3,715 shares worth $909K. The position accounts for 0.03% of the portfolio, ranked #482.

Wedbush Securities first reported a position in MDB in Q1 2019 and has held it in 23 quarters since. The position peaked at $1.17M in Q4 2021. 811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • Wedbush Securities held 3,715 shares of MongoDB worth $909K as of Q1 2026.
  • Wedbush Securities bought 1,961 MongoDB shares in Q1 2026, an estimated $656K.
  • MongoDB made up 0.03% of Wedbush Securities's portfolio in Q1 2026, its #482 holding.
  • Wedbush Securities first reported a position in MongoDB in Q1 2019 and has held it in 23 quarters since.
  • Wedbush Securities's MongoDB position peaked at $1.17M in Q4 2021.
  • 811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.