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Aaron Wealth Advisors’s MongoDB MDB Stock Holding History

Aaron 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 		$786K Buy
2,339
+377
+19% +$113K 0.04% 304
2026
Q1 		$480K Buy
1,962
+351
+22% +$117K 0.03% 397
2025
Q4 		$676K Buy
1,611
+450
+39% +$164K 0.04% 350
2025
Q3 		$360K Buy
1,161
+116
+11% +$29.8K 0.02% 487
2025
Q2 		$219K Buy
+1,045
New +$193K 0.02% 444
2022
Q2 		– Sell
-19,074
Closed -$43K – 573
2022
Q1 		$43K Buy
+19,074
New +$7.46M ﹤0.01% 920

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

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

Aaron Wealth Advisors increased its MongoDB (MDB) stake by 19% in Q2 2026, buying an estimated $113K and bringing the position to 2,339 shares worth $786K. The position accounts for 0.04% of the portfolio, ranked #304.

Aaron Wealth Advisors first reported a position in MDB in Q1 2022 and has held it in 6 quarters since. 867 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Aaron Wealth Advisors held 2,339 shares of MongoDB worth $786K as of Q2 2026.
  • Aaron Wealth Advisors bought 377 MongoDB shares in Q2 2026, an estimated $113K.
  • MongoDB made up 0.04% of Aaron Wealth Advisors's portfolio in Q2 2026, its #304 holding.
  • Aaron Wealth Advisors first reported a position in MongoDB in Q1 2022 and has held it in 6 quarters since.
  • 867 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.