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Allied Private Wealth’s MongoDB MDB Stock Holding History

Allied Private Wealth’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 		$15.8K Buy
+44
New +$13.2K 0.01% 439

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

Allied Private Wealth's MDB Position: Q2 2026 in Review

Allied Private Wealth opened a new position in MongoDB (MDB) in Q2 2026: 44 shares worth $15.8K. The stake represents 0.01% of the portfolio and ranks #439 among its holdings.

868 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Allied Private Wealth held 44 shares of MongoDB worth $15.8K as of Q2 2026.
  • MongoDB was a new Allied Private Wealth position in Q2 2026.
  • MongoDB made up 0.01% of Allied Private Wealth's portfolio in Q2 2026, its #439 holding.
  • 868 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.