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Welch & Forbes’s MongoDB MDB Stock Holding History

Welch & Forbes’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 		$8.22M Buy
24,477
+892
+4% +$268K 0.1% 106
2026
Q1 		$5.77M Buy
23,585
+4
+0% +$1.34K 0.07% 119
2025
Q4 		$9.9M Buy
23,581
+898
+4% +$327K 0.12% 97
2025
Q3 		$7.04M Sell
22,683
-3,151
-12% -$810K 0.08% 113
2025
Q2 		$5.42M Sell
25,834
-5,114
-17% -$945K 0.07% 121
2025
Q1 		$5.43M Buy
30,948
+6,630
+27% +$1.62M 0.07% 123
2024
Q4 		$5.66M Buy
24,318
+3,309
+16% +$934K 0.07% 123
2024
Q3 		$5.68M Buy
21,009
+1,391
+7% +$361K 0.07% 125
2024
Q2 		$4.91M Buy
19,618
+3,189
+19% +$1.01M 0.07% 127
2024
Q1 		$5.89M Buy
+16,429
New +$6.71M 0.08% 122

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

Welch & Forbes's MDB Position: Q2 2026 in Review

Welch & Forbes increased its MongoDB (MDB) stake by 3.8% in Q2 2026, buying an estimated $268K and bringing the position to 24,477 shares worth $8.22M. The position accounts for 0.1% of the portfolio, ranked #106.

Welch & Forbes first reported a position in MDB in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.9M in Q4 2025. 868 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Welch & Forbes held 24,477 shares of MongoDB worth $8.22M as of Q2 2026.
  • Welch & Forbes bought 892 MongoDB shares in Q2 2026, an estimated $268K.
  • MongoDB made up 0.1% of Welch & Forbes's portfolio in Q2 2026, its #106 holding.
  • Welch & Forbes first reported a position in MongoDB in Q1 2024 and has held it in 10 quarters since.
  • Welch & Forbes's MongoDB position peaked at $9.9M in Q4 2025.
  • 868 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.