Activest Wealth Management’s MongoDB MDB Stock Holding History

Activest 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	$7.05K	Sell	21 -10	-32%	-$3K	﹤0.01%	658
2026 Q1	$7.59K	Buy	31 +13	+72%	+$4.35K	﹤0.01%	743
2025 Q4	$7.55K	Sell	18 -26	-59%	-$9.46K	﹤0.01%	715
2025 Q3	$13.7K	Buy	44 +34	+340%	+$8.74K	﹤0.01%	434
2025 Q2	$2.1K	Buy	+10	New	+$1.85K	﹤0.01%	680
2025 Q1	–	Sell	-1	Closed	-$244	–	1131
2024 Q4	$233	Sell	1 -2	-67%	-$565	﹤0.01%	626
2024 Q3	$811	Buy	+3	New	+$779	﹤0.01%	470
2021 Q4	–	Sell	-36	Closed	-$17K	–	370
2021 Q3	$17K	Buy	+36	New	+$14.5K	0.01%	187

Other funds holding MDB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Activest Wealth Management reduced its MongoDB (MDB) stake by 32% in Q2 2026, selling an estimated $3K and leaving 21 shares worth $7.05K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Activest Wealth Management first reported a position in MDB in Q3 2021 and has held it in 8 quarters since. The position peaked at $17K in Q3 2021. 872 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Activest Wealth Management held 21 shares of MongoDB worth $7.05K as of Q2 2026.
Activest Wealth Management sold 10 MongoDB shares in Q2 2026, an estimated $3K.
MongoDB made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #658 holding.
Activest Wealth Management first reported a position in MongoDB in Q3 2021 and has held it in 8 quarters since.
Activest Wealth Management's MongoDB position peaked at $17K in Q3 2021.
872 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

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