Position in MDB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,819,518
+$2,077,490 QoQ
Shares Held
11,371
+59.8% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#293
of 867 holders
Holding Since
Mar 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MDB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026NewEdge Wealth, LLC holds $502,315,984 across 24 Software - Infrastructure names. MDB ranks #11 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
808,107 | $301,440,073 | |
| 2 | FTNT |
Fortinet, Inc.
|
421,954 | $64,820,573 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
199,172 | $37,999,030 | |
| 4 | ORCL |
Oracle Corp
|
209,571 | $30,712,630 | |
| 5 | PANW |
Palo Alto Networks Inc
|
56,508 | $19,270,358 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
67,651 | $7,892,842 | |
| 7 | S |
SentinelOne, Inc.
|
387,500 | $6,575,875 | |
| 8 | SAIL |
SailPoint, Inc.
|
349,053 | $5,110,135 |
All Filings in MDB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,819,518 | 11,371 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,742,028 | 7,117 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $291,684 | 695 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $210,830 | 1,202 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $278,207 | 1,195 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $295,492 | 1,093 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $218,411 | 609 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||