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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
2024
Q2 		– Sell
-300
Closed -$108 – 2145
2024
Q1 		$108 Buy
+300
New +$123K ﹤0.01% 2007

Other funds holding MDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

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. 399 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.
  • 399 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.