AWM
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Abound Wealth Management’s MongoDB MDB Stock Holding History

Abound Wealth 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 		$41.7K Sell
124
-1
-0.8% -$300 0.01% 264
2026
Q1 		$30.5K Hold
125
– – 0.01% 326
2025
Q4 		$52.3K Buy
125
+1
+0.8% +$364 0.01% 220
2025
Q3 		$38.5K Hold
124
– – 0.01% 247
2025
Q2 		$26K Hold
124
– – 0.01% 285
2025
Q1 		$21.8K Hold
124
– – 0.01% 282
2024
Q4 		$28.9K Hold
124
– – 0.01% 227
2024
Q3 		$33.5K Hold
124
– – 0.01% 223
2024
Q2 		$31K Sell
124
-1
-0.8% -$316 0.01% 207
2024
Q1 		$44.7K Buy
125
+1
+0.8% +$409 0.02% 160
2023
Q4 		$50.7K Hold
124
– – 0.02% 144
2023
Q3 		$42.9K Sell
124
-3
-2% -$1.14K 0.02% 148
2023
Q2 		$52.2K Buy
127
+3
+2% +$875 0.02% 124
2023
Q1 		$28.9K Hold
124
– – 0.01% 169
2022
Q4 		$24.4K Hold
124
– – 0.01% 171
2022
Q3 		$24.6K Buy
+124
New +$36.2K 0.01% 171

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

Abound Wealth Management's MDB Position: Q2 2026 in Review

Abound Wealth Management reduced its MongoDB (MDB) stake by 0.8% in Q2 2026, selling an estimated $300 and leaving 124 shares worth $41.7K. The position accounts for 0.01% of the portfolio, ranked #264.

Abound Wealth Management first reported a position in MDB in Q3 2022 and has held it in 16 quarters since. The position peaked at $52.3K in Q4 2025. 867 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Abound Wealth Management held 124 shares of MongoDB worth $41.7K as of Q2 2026.
  • Abound Wealth Management sold 1 MongoDB share in Q2 2026, an estimated $300.
  • MongoDB made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #264 holding.
  • Abound Wealth Management first reported a position in MongoDB in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's MongoDB position peaked at $52.3K in Q4 2025.
  • 867 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.