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Avion Wealth’s MongoDB MDB Stock Holding History

Avion 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 		$13K Buy
39
+10
+34% +$3K ﹤0.01% 515
2026
Q1 		$7K Hold
29
– – ﹤0.01% 582
2025
Q4 		$12K Hold
29
– – ﹤0.01% 445
2025
Q3 		$9K Buy
29
+2
+7% +$514 ﹤0.01% 511
2025
Q2 		$5K Sell
27
-15
-36% -$2.77K ﹤0.01% 626
2025
Q1 		$9K Hold
42
– – ﹤0.01% 417
2024
Q4 		$9K Sell
42
-57
-58% -$16.1K ﹤0.01% 416
2024
Q3 		$26K Buy
99
+5
+5% +$1.3K 0.01% 230
2024
Q2 		$23K Buy
94
+78
+488% +$24.6K 0.01% 226
2024
Q1 		$6K Buy
16
+1
+7% +$409 ﹤0.01% 425
2023
Q4 		$6K Buy
15
+2
+15% +$759 ﹤0.01% 372
2023
Q3 		$4K Buy
13
+1
+8% +$380 ﹤0.01% 392
2023
Q2 		$4K Buy
12
+11
+1,100% +$3.21K ﹤0.01% 385
2023
Q1 		$0 Buy
+1
New +$210 ﹤0.01% 687

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

Avion Wealth's MDB Position: Q2 2026 in Review

Avion Wealth increased its MongoDB (MDB) stake by 34% in Q2 2026, buying an estimated $3K and bringing the position to 39 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

Avion Wealth first reported a position in MDB in Q1 2023 and has held it in 14 quarters since. The position peaked at $26K in Q3 2024. 866 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Avion Wealth held 39 shares of MongoDB worth $13K as of Q2 2026.
  • Avion Wealth bought 10 MongoDB shares in Q2 2026, an estimated $3K.
  • MongoDB made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #515 holding.
  • Avion Wealth first reported a position in MongoDB in Q1 2023 and has held it in 14 quarters since.
  • Avion Wealth's MongoDB position peaked at $26K in Q3 2024.
  • 866 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.