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Basecamp Wealth Advisors’s MongoDB MDB Stock Holding History

Basecamp Wealth Advisors’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 		$92.7K Sell
276
-11
-4% -$3.3K 0.02% 402
2026
Q1 		$70.2K Buy
287
+36
+14% +$12K 0.01% 465
2025
Q4 		$105K Buy
+251
New +$91.3K 0.02% 368

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

Basecamp Wealth Advisors's MDB Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its MongoDB (MDB) stake by 3.8% in Q2 2026, selling an estimated $3.3K and leaving 276 shares worth $92.7K. The position accounts for 0.02% of the portfolio, ranked #402.

Basecamp Wealth Advisors first reported a position in MDB in Q4 2025 and has held it in 3 quarters since. The position peaked at $105K in Q4 2025. 867 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Basecamp Wealth Advisors held 276 shares of MongoDB worth $92.7K as of Q2 2026.
  • Basecamp Wealth Advisors sold 11 MongoDB shares in Q2 2026, an estimated $3.3K.
  • MongoDB made up 0.02% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #402 holding.
  • Basecamp Wealth Advisors first reported a position in MongoDB in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's MongoDB position peaked at $105K in Q4 2025.
  • 867 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.