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Wedmont Private Capital’s MongoDB MDB Stock Holding History

Wedmont Private Capital’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 		$365K Buy
1,068
+126
+13% +$37.8K 0.01% 666
2026
Q1 		$236K Buy
942
+87
+10% +$29.1K 0.01% 751
2025
Q4 		$377K Buy
855
+53
+7% +$19.3K 0.01% 573
2025
Q3 		$255K Buy
+802
New +$206K 0.01% 664
2024
Q1 		– Sell
-618
Closed -$234K – 621
2023
Q4 		$234K Buy
+618
New +$234K 0.02% 488

Other funds holding MDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Swedbank
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Wedmont Private Capital's MDB Position: Q2 2026 in Review

Wedmont Private Capital increased its MongoDB (MDB) stake by 13% in Q2 2026, buying an estimated $37.8K and bringing the position to 1,068 shares worth $365K. The position accounts for 0.01% of the portfolio, ranked #666.

Wedmont Private Capital first reported a position in MDB in Q4 2023 and has held it in 5 quarters since. The position peaked at $377K in Q4 2025. 399 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Wedmont Private Capital held 1,068 shares of MongoDB worth $365K as of Q2 2026.
  • Wedmont Private Capital bought 126 MongoDB shares in Q2 2026, an estimated $37.8K.
  • MongoDB made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #666 holding.
  • Wedmont Private Capital first reported a position in MongoDB in Q4 2023 and has held it in 5 quarters since.
  • Wedmont Private Capital's MongoDB position peaked at $377K in Q4 2025.
  • 399 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.