Westside Investment Management’s MongoDB MDB Stock Holding History

Westside Investment Management’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	$41K	Hold	122	–	–	0.01%	662
2026 Q1	$30.9K	Hold	122	–	–	﹤0.01%	726
2025 Q4	$48.8K	Hold	122	–	–	0.01%	549
2025 Q3	$39.2K	Buy	122 +55	+82%	+$14.1K	0.01%	630
2025 Q2	$13.8K	Buy	67 +55	+458%	+$10.2K	﹤0.01%	824
2025 Q1	$2.12K	Hold	12	–	–	﹤0.01%	892
2024 Q4	$2.79K	Hold	12	–	–	﹤0.01%	863
2024 Q3	$2.87K	Hold	12	–	–	﹤0.01%	857
2024 Q2	$3K	Hold	12	–	–	﹤0.01%	836
2024 Q1	$4.27K	Hold	12	–	–	﹤0.01%	747
2023 Q4	$4.91K	Buy	+12	New	+$4.55K	﹤0.01%	699

Other funds holding MDB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Westside Investment Management's MDB Position: Q2 2026 in Review

Westside Investment Management held its MongoDB (MDB) position steady in Q2 2026 at 122 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #662.

Westside Investment Management first reported a position in MDB in Q4 2023 and has held it in 11 quarters since. The position peaked at $48.8K in Q4 2025. 867 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Westside Investment Management held 122 shares of MongoDB worth $41K as of Q2 2026.
Westside Investment Management left its MongoDB share count unchanged in Q2 2026.
MongoDB made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #662 holding.
Westside Investment Management first reported a position in MongoDB in Q4 2023 and has held it in 11 quarters since.
Westside Investment Management's MongoDB position peaked at $48.8K in Q4 2025.
867 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.