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Bell Investment Advisors’s MongoDB MDB Stock Holding History

Bell Investment 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 		$9.07K Buy
27
+4
+17% +$1.2K ﹤0.01% 740
2026
Q1 		$5.63K Sell
23
-7
-23% -$2.34K ﹤0.01% 912
2025
Q4 		$12.6K Buy
30
+5
+20% +$1.82K ﹤0.01% 608
2025
Q3 		$7.76K Sell
25
-2
-7% -$514 ﹤0.01% 730
2025
Q2 		$5.67K Buy
27
+3
+13% +$555 ﹤0.01% 927
2025
Q1 		$4.21K Sell
24
-5
-17% -$1.22K ﹤0.01% 996
2024
Q4 		$6.75K Sell
29
-1
-3% -$282 ﹤0.01% 771
2024
Q3 		$8.11K Sell
30
-1
-3% -$260 ﹤0.01% 705
2024
Q2 		$7.75K Sell
31
-4
-11% -$1.26K ﹤0.01% 713
2024
Q1 		$12.6K Buy
35
+1
+3% +$409 ﹤0.01% 508
2023
Q4 		$13.9K Buy
34
+2
+6% +$759 ﹤0.01% 450
2023
Q3 		$11.1K Buy
32
+2
+7% +$759 ﹤0.01% 472
2023
Q2 		$12.3K Buy
30
+8
+36% +$2.33K ﹤0.01% 439
2023
Q1 		$5.13K Sell
22
-4
-15% -$839 ﹤0.01% 777
2022
Q4 		$5.12K Buy
26
+21
+420% +$3.74K ﹤0.01% 797
2022
Q3 		$1K Sell
5
-18
-78% -$5.25K ﹤0.01% 1476
2022
Q2 		$6K Buy
+23
New +$7.19K ﹤0.01% 630
2021
Q4 		$8K Hold
16
– – ﹤0.01% 561
2021
Q3 		$8K Buy
+16
New +$6.45K ﹤0.01% 523

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

Bell Investment Advisors's MDB Position: Q2 2026 in Review

Bell Investment Advisors increased its MongoDB (MDB) stake by 17% in Q2 2026, buying an estimated $1.2K and bringing the position to 27 shares worth $9.07K. The position accounts for ﹤0.01% of the portfolio, ranked #740.

Bell Investment Advisors first reported a position in MDB in Q3 2021 and has held it in 19 quarters since. The position peaked at $13.9K in Q4 2023. 866 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Bell Investment Advisors held 27 shares of MongoDB worth $9.07K as of Q2 2026.
  • Bell Investment Advisors bought 4 MongoDB shares in Q2 2026, an estimated $1.2K.
  • MongoDB made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #740 holding.
  • Bell Investment Advisors first reported a position in MongoDB in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's MongoDB position peaked at $13.9K in Q4 2023.
  • 866 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.