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Allworth Financial’s MongoDB MDB Stock Holding History

Allworth 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 		$745K Sell
2,218
-39
-2% -$11.7K ﹤0.01% 839
2026
Q1 		$553K Buy
2,257
+603
+36% +$202K ﹤0.01% 913
2025
Q4 		$694K Buy
1,654
+487
+42% +$177K ﹤0.01% 809
2025
Q3 		$362K Buy
1,167
+219
+23% +$56.3K ﹤0.01% 1020
2025
Q2 		$199K Buy
948
+389
+70% +$71.9K ﹤0.01% 1180
2025
Q1 		$96.8K Sell
559
-21
-4% -$5.12K ﹤0.01% 1248
2024
Q4 		$151K Buy
580
+10
+2% +$2.82K ﹤0.01% 1065
2024
Q3 		$154K Buy
570
+21
+4% +$5.46K ﹤0.01% 905
2024
Q2 		$138K Sell
549
-6
-1% -$1.9K ﹤0.01% 945
2024
Q1 		$199K Buy
555
+35
+7% +$14.3K ﹤0.01% 785
2023
Q4 		$213K Buy
520
+18
+4% +$6.83K ﹤0.01% 713
2023
Q3 		$174K Buy
502
+7
+1% +$2.66K ﹤0.01% 726
2023
Q2 		$203K Sell
495
-20
-4% -$5.83K ﹤0.01% 696
2023
Q1 		$120K Buy
515
+7
+1% +$1.47K ﹤0.01% 798
2022
Q4 		$100K Buy
508
+58
+13% +$10.3K ﹤0.01% 816
2022
Q3 		$89K Sell
450
-68
-13% -$19.8K ﹤0.01% 799
2022
Q2 		$134K Buy
518
+93
+22% +$29.1K ﹤0.01% 644
2022
Q1 		$189K Sell
425
-26
-6% -$10.2K ﹤0.01% 565
2021
Q4 		$239K Buy
451
+20
+5% +$10.2K ﹤0.01% 492
2021
Q3 		$203K Buy
+431
New +$174K ﹤0.01% 480
2021
Q1 		– Sell
-10
Closed -$4K – 1567
2020
Q4 		$4K Buy
+10
New +$2.79K ﹤0.01% 1029

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

Allworth Financial's MDB Position: Q2 2026 in Review

Allworth Financial reduced its MongoDB (MDB) stake by 1.7% in Q2 2026, selling an estimated $11.7K and leaving 2,218 shares worth $745K. The position accounts for ﹤0.01% of the portfolio, ranked #839.

Allworth Financial first reported a position in MDB in Q4 2020 and has held it in 21 quarters since. 867 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Allworth Financial held 2,218 shares of MongoDB worth $745K as of Q2 2026.
  • Allworth Financial sold 39 MongoDB shares in Q2 2026, an estimated $11.7K.
  • MongoDB made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #839 holding.
  • Allworth Financial first reported a position in MongoDB in Q4 2020 and has held it in 21 quarters since.
  • 867 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.