Belpointe Asset Management’s MongoDB MDB Stock Holding History

Belpointe Asset 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	$910K	Buy	2,710 +1,824	+206%	+$547K	0.03%	518
2026 Q1	$217K	Sell	886 -1,596	-64%	-$534K	0.01%	981
2025 Q4	$1.04M	Buy	2,482 +1,362	+122%	+$496K	0.04%	414
2025 Q3	$348K	Buy	+1,120	New	+$288K	0.01%	744
2024 Q2	–	Sell	-1,136	Closed	-$407K	–	904
2024 Q1	$407K	Buy	+1,136	New	+$464K	0.03%	488
2023 Q2	–	Sell	-830	Closed	-$193K	–	2203
2023 Q1	$193K	Buy	830 +766	+1,197%	+$161K	0.01%	960
2022 Q4	$12.6K	Buy	+64	New	+$11.4K	﹤0.01%	2489
2018 Q4	–	Sell	-1,352	Closed	-$110K	–	581
2018 Q3	$110K	Buy	+1,352	New	+$90.1K	0.02%	623

Other funds holding MDB

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Belpointe Asset Management's MDB Position: Q2 2026 in Review

Belpointe Asset Management increased its MongoDB (MDB) stake by 206% in Q2 2026, buying an estimated $547K and bringing the position to 2,710 shares worth $910K. The position accounts for 0.03% of the portfolio, ranked #518.

Belpointe Asset Management first reported a position in MDB in Q3 2018 and has held it in 8 quarters since. The position peaked at $1.04M in Q4 2025. 281 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Belpointe Asset Management held 2,710 shares of MongoDB worth $910K as of Q2 2026.
Belpointe Asset Management bought 1,824 MongoDB shares in Q2 2026, an estimated $547K.
MongoDB made up 0.03% of Belpointe Asset Management's portfolio in Q2 2026, its #518 holding.
Belpointe Asset Management first reported a position in MongoDB in Q3 2018 and has held it in 8 quarters since.
Belpointe Asset Management's MongoDB position peaked at $1.04M in Q4 2025.
281 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.