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Atlantic Private Wealth’s MongoDB MDB Stock Holding History

Atlantic 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 		$336 Hold
1
– – ﹤0.01% 285
2026
Q1 		$245 Hold
1
– – ﹤0.01% 306
2025
Q4 		$420 Buy
+1
New +$364 ﹤0.01% 337

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

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

Atlantic Private Wealth held its MongoDB (MDB) position steady in Q2 2026 at 1 share worth $336. The position accounts for ﹤0.01% of the portfolio, ranked #285.

Atlantic Private Wealth first reported a position in MDB in Q4 2025 and has held it in 3 quarters since. The position peaked at $420 in Q4 2025. 870 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Atlantic Private Wealth held 1 share of MongoDB worth $336 as of Q2 2026.
  • Atlantic Private Wealth left its MongoDB share count unchanged in Q2 2026.
  • MongoDB made up ﹤0.01% of Atlantic Private Wealth's portfolio in Q2 2026, its #285 holding.
  • Atlantic Private Wealth first reported a position in MongoDB in Q4 2025 and has held it in 3 quarters since.
  • Atlantic Private Wealth's MongoDB position peaked at $420 in Q4 2025.
  • 870 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.