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Worthington Financial Partners’s MongoDB MDB Stock Holding History

Worthington Financial Partners’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 		$605K Sell
1,801
-24
-1% -$7.2K 0.5% 74
2026
Q1 		$447K Hold
1,825
– – 0.38% 84
2025
Q4 		$766K Buy
+1,825
New +$664K 0.68% 47

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

Worthington Financial Partners's MDB Position: Q2 2026 in Review

Worthington Financial Partners reduced its MongoDB (MDB) stake by 1.3% in Q2 2026, selling an estimated $7.2K and leaving 1,801 shares worth $605K. The position accounts for 0.5% of the portfolio, ranked #74.

Worthington Financial Partners first reported a position in MDB in Q4 2025 and has held it in 3 quarters since. The position peaked at $766K in Q4 2025. 866 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Worthington Financial Partners held 1,801 shares of MongoDB worth $605K as of Q2 2026.
  • Worthington Financial Partners sold 24 MongoDB shares in Q2 2026, an estimated $7.2K.
  • MongoDB made up 0.5% of Worthington Financial Partners's portfolio in Q2 2026, its #74 holding.
  • Worthington Financial Partners first reported a position in MongoDB in Q4 2025 and has held it in 3 quarters since.
  • Worthington Financial Partners's MongoDB position peaked at $766K in Q4 2025.
  • 866 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Worthington Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.