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Advisory Services Network’s MongoDB MDB Stock Holding History

Advisory Services Network’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 		$2.64M Sell
7,859
-1,337
-15% -$401K 0.03% 593
2026
Q1 		$2.25M Sell
9,196
-2,588
-22% -$866K 0.03% 611
2025
Q4 		$4.95M Buy
11,784
+5,917
+101% +$2.15M 0.07% 290
2025
Q3 		$1.82M Buy
5,867
+2,326
+66% +$598K 0.03% 620
2025
Q2 		$842K Sell
3,541
-447
-11% -$82.6K 0.01% 901
2025
Q1 		$699K Buy
3,988
+143
+4% +$34.8K 0.01% 909
2024
Q4 		$895K Sell
3,845
-65
-2% -$18.4K 0.02% 789
2024
Q3 		$977K Hold
3,910
– – 0.02% 719
2024
Q2 		$977K Sell
3,910
-4,011
-51% -$1.27M 0.02% 719
2024
Q1 		$2.84M Buy
7,921
+871
+12% +$356K 0.06% 358
2023
Q4 		$2.88M Buy
7,050
+800
+13% +$303K 0.07% 317
2023
Q3 		$2.16M Buy
6,250
+38
+0.6% +$14.4K 0.06% 389
2023
Q2 		$2.55M Buy
6,212
+199
+3% +$58K 0.07% 333
2023
Q1 		$1.4M Sell
6,013
-2,555
-30% -$536K 0.04% 517
2022
Q4 		$1.69M Buy
8,568
+2,695
+46% +$480K 0.05% 429
2022
Q3 		$1.17M Sell
5,873
-383
-6% -$112K 0.04% 496
2022
Q2 		$1.62M Sell
6,256
-954
-13% -$298K 0.06% 411
2022
Q1 		$3.2M Sell
7,210
-117
-2% -$45.7K 0.09% 256
2021
Q4 		$3.88M Buy
7,327
+7
+0.1% +$3.58K 0.11% 230
2021
Q3 		$3.45M Buy
7,320
+441
+6% +$178K 0.11% 238
2021
Q2 		$2.49M Sell
6,879
-78
-1% -$24.1K 0.08% 328
2021
Q1 		$1.86M Buy
6,957
+1,421
+26% +$503K 0.07% 369
2020
Q4 		$1.99M Buy
5,536
+5,428
+5,026% +$1.52M 0.08% 298
2020
Q3 		$25K Buy
+108
New +$23.4K ﹤0.01% 1967
2019
Q4 		– Sell
-215
Closed -$33K – 3186
2019
Q3 		$33K Hold
215
– – ﹤0.01% 1571
2019
Q2 		$33K Buy
+215
New +$31.2K ﹤0.01% 1569
2019
Q1 		– Sell
-13
Closed -$1K – 2620
2018
Q4 		$1K Hold
13
– – ﹤0.01% 2428
2018
Q3 		$1K Buy
+13
New +$867 ﹤0.01% 2412

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

Advisory Services Network's MDB Position: Q2 2026 in Review

Advisory Services Network reduced its MongoDB (MDB) stake by 15% in Q2 2026, selling an estimated $401K and leaving 7,859 shares worth $2.64M. The position accounts for 0.03% of the portfolio, ranked #593.

Advisory Services Network first reported a position in MDB in Q3 2018 and has held it in 28 quarters since. The position peaked at $4.95M in Q4 2025. 867 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Advisory Services Network held 7,859 shares of MongoDB worth $2.64M as of Q2 2026.
  • Advisory Services Network sold 1,337 MongoDB shares in Q2 2026, an estimated $401K.
  • MongoDB made up 0.03% of Advisory Services Network's portfolio in Q2 2026, its #593 holding.
  • Advisory Services Network first reported a position in MongoDB in Q3 2018 and has held it in 28 quarters since.
  • Advisory Services Network's MongoDB position peaked at $4.95M in Q4 2025.
  • 867 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.