Bartlett & Co Wealth Management’s MongoDB MDB Stock Holding History

Bartlett & Co Wealth Management’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	$33.6K	Hold	100	–	–	﹤0.01%	809
2026 Q1	$26.5K	Hold	100	–	–	﹤0.01%	779
2025 Q4	$42K	Hold	100	–	–	﹤0.01%	703
2025 Q3	$31K	Hold	100	–	–	﹤0.01%	749
2025 Q2	$21K	Hold	100	–	–	﹤0.01%	803
2025 Q1	$17.5K	Hold	100	–	–	﹤0.01%	833
2024 Q4	$23.3K	Hold	100	–	–	﹤0.01%	785
2024 Q3	$27K	Hold	100	–	–	﹤0.01%	767
2024 Q2	$25K	Hold	100	–	–	﹤0.01%	786
2024 Q1	$35.9K	Hold	100	–	–	﹤0.01%	715
2023 Q4	$41.7K	Hold	100	–	–	﹤0.01%	741
2023 Q3	$34.6K	Hold	100	–	–	﹤0.01%	722
2023 Q2	$41.1K	Hold	100	–	–	﹤0.01%	708
2023 Q1	$23.3K	Hold	100	–	–	﹤0.01%	686
2022 Q4	$19.7K	Hold	100	–	–	﹤0.01%	723
2022 Q3	$19.9K	Sell	100 -27	-21%	-$7.88K	﹤0.01%	706
2022 Q2	$33K	Buy	127 +27	+27%	+$8.44K	﹤0.01%	650
2022 Q1	$44.4K	Buy	+100	New	+$39.1K	﹤0.01%	597
2021 Q4	–	Sell	-100	Closed	-$47.2K	–	682
2021 Q3	$47.2K	Buy	+100	New	+$40.3K	﹤0.01%	518

Other funds holding MDB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bartlett & Co Wealth Management's MDB Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its MongoDB (MDB) position steady in Q2 2026 at 100 shares worth $33.6K. The position accounts for ﹤0.01% of the portfolio, ranked #809.

Bartlett & Co Wealth Management first reported a position in MDB in Q3 2021 and has held it in 19 quarters since. The position peaked at $47.2K in Q3 2021. 870 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Bartlett & Co Wealth Management held 100 shares of MongoDB worth $33.6K as of Q2 2026.
Bartlett & Co Wealth Management left its MongoDB share count unchanged in Q2 2026.
MongoDB made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #809 holding.
Bartlett & Co Wealth Management first reported a position in MongoDB in Q3 2021 and has held it in 19 quarters since.
Bartlett & Co Wealth Management's MongoDB position peaked at $47.2K in Q3 2021.
870 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.