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Beacon Pointe Advisors’s MongoDB MDB Stock Holding History

Beacon Pointe 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 		$4.31M Buy
12,829
+912
+8% +$274K 0.02% 549
2026
Q1 		$2.92M Buy
11,917
+2,246
+23% +$751K 0.02% 626
2025
Q4 		$4.06M Buy
9,671
+330
+4% +$120K 0.03% 438
2025
Q3 		$2.9M Buy
+9,341
New +$2.4M 0.02% 465
2024
Q3 		– Sell
-830
Closed -$207K – 1275
2024
Q2 		$207K Sell
830
-116
-12% -$36.6K ﹤0.01% 1182
2024
Q1 		$339K Sell
946
-23
-2% -$9.4K ﹤0.01% 1068
2023
Q4 		$396K Sell
969
-13
-1% -$4.93K ﹤0.01% 978
2023
Q3 		$340K Buy
982
+74
+8% +$28.1K ﹤0.01% 1013
2023
Q2 		$373K Buy
+908
New +$265K 0.01% 811
2022
Q2 		– Sell
-678
Closed -$301K – 1160
2022
Q1 		$301K Buy
678
+297
+78% +$116K ﹤0.01% 978
2021
Q4 		$202K Buy
+381
New +$195K 0.01% 876

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

Beacon Pointe Advisors's MDB Position: Q2 2026 in Review

Beacon Pointe Advisors increased its MongoDB (MDB) stake by 7.7% in Q2 2026, buying an estimated $274K and bringing the position to 12,829 shares worth $4.31M. The position accounts for 0.02% of the portfolio, ranked #549.

Beacon Pointe Advisors first reported a position in MDB in Q4 2021 and has held it in 11 quarters since. 870 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Beacon Pointe Advisors held 12,829 shares of MongoDB worth $4.31M as of Q2 2026.
  • Beacon Pointe Advisors bought 912 MongoDB shares in Q2 2026, an estimated $274K.
  • MongoDB made up 0.02% of Beacon Pointe Advisors's portfolio in Q2 2026, its #549 holding.
  • Beacon Pointe Advisors first reported a position in MongoDB in Q4 2021 and has held it in 11 quarters since.
  • 870 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.