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Advisornet Financial’s MongoDB MDB Stock Holding History

Advisornet Financial’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 		$672 Hold
2
– – ﹤0.01% 2068
2026
Q1 		$490 Hold
2
– – ﹤0.01% 2095
2025
Q4 		$839 Hold
2
– – ﹤0.01% 2024
2025
Q3 		$621 Hold
2
– – ﹤0.01% 2036
2025
Q2 		$420 Sell
2
-121
-98% -$22.4K ﹤0.01% 2084
2025
Q1 		$21.6K Buy
123
+121
+6,050% +$29.5K ﹤0.01% 1164
2024
Q4 		$466 Sell
2
-3
-60% -$847 ﹤0.01% 1788
2024
Q3 		$1.35K Sell
5
-6
-55% -$1.56K ﹤0.01% 1861
2024
Q2 		$2.75K Buy
11
+6
+120% +$1.9K ﹤0.01% 1573
2024
Q1 		$1.79K Sell
5
-2
-29% -$817 ﹤0.01% 1612
2023
Q4 		$2.86K Sell
7
-3
-30% -$1.14K ﹤0.01% 1617
2023
Q3 		$3.46K Sell
10
-99
-91% -$37.6K ﹤0.01% 1509
2023
Q2 		$44.8K Buy
109
+3
+3% +$875 ﹤0.01% 841
2023
Q1 		$24.7K Buy
106
+1
+1% +$210 ﹤0.01% 1005
2022
Q4 		$20.7K Buy
105
+5
+5% +$890 ﹤0.01% 1048
2022
Q3 		$20K Sell
100
-66
-40% -$19.3K ﹤0.01% 1101
2022
Q2 		$43K Buy
166
+160
+2,667% +$50K ﹤0.01% 918
2022
Q1 		$3K Buy
6
+5
+500% +$1.96K ﹤0.01% 1730
2021
Q4 		$1K Buy
+1
New +$512 ﹤0.01% 1947
2021
Q3 		– Sell
-4
Closed -$1K – 1957
2021
Q2 		$1K Buy
+4
New +$1.24K ﹤0.01% 1753
2020
Q2 		– Sell
-15
Closed -$2K – 1862
2020
Q1 		$2K Buy
+15
New +$2.21K ﹤0.01% 1585

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 $3.38T AUM 44.17% 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

Advisornet Financial's MDB Position: Q2 2026 in Review

Advisornet Financial held its MongoDB (MDB) position steady in Q2 2026 at 2 shares worth $672. The position accounts for ﹤0.01% of the portfolio, ranked #2068.

Advisornet Financial first reported a position in MDB in Q1 2020 and has held it in 21 quarters since. The position peaked at $44.8K in Q2 2023. 873 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Advisornet Financial held 2 shares of MongoDB worth $672 as of Q2 2026.
  • Advisornet Financial left its MongoDB share count unchanged in Q2 2026.
  • MongoDB made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #2068 holding.
  • Advisornet Financial first reported a position in MongoDB in Q1 2020 and has held it in 21 quarters since.
  • Advisornet Financial's MongoDB position peaked at $44.8K in Q2 2023.
  • 873 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.