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180 Wealth Advisors’s MongoDB MDB Stock Holding History

180 Wealth Advisors’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 		$353K Buy
1,051
+2
+0.2% +$600 0.04% 355
2026
Q1 		$257K Buy
1,049
+337
+47% +$113K 0.03% 393
2025
Q4 		$299K Sell
712
-4
-0.6% -$1.46K 0.03% 366
2025
Q3 		$222K Buy
+716
New +$184K 0.03% 415

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

180 Wealth Advisors's MDB Position: Q2 2026 in Review

180 Wealth Advisors increased its MongoDB (MDB) stake by 0.19% in Q2 2026, buying an estimated $600 and bringing the position to 1,051 shares worth $353K. The position accounts for 0.04% of the portfolio, ranked #355.

180 Wealth Advisors first reported a position in MDB in Q3 2025 and has held it in 4 quarters since. 867 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • 180 Wealth Advisors held 1,051 shares of MongoDB worth $353K as of Q2 2026.
  • 180 Wealth Advisors bought 2 MongoDB shares in Q2 2026, an estimated $600.
  • MongoDB made up 0.04% of 180 Wealth Advisors's portfolio in Q2 2026, its #355 holding.
  • 180 Wealth Advisors first reported a position in MongoDB in Q3 2025 and has held it in 4 quarters since.
  • 867 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.