Bogart Wealth LLC’s MongoDB MDB Stock Holding History

Bogart Wealth LLC’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	$3.36K	Buy	10 +3	+43%	+$900	﹤0.01%	1317
2026 Q1	$1.71K	Sell	7 -5	-42%	-$1.67K	﹤0.01%	1314
2025 Q4	$5.04K	Buy	12 +3	+33%	+$1.09K	﹤0.01%	997
2025 Q3	$2.79K	Sell	9 -44	-83%	-$11.3K	﹤0.01%	1086
2025 Q2	$11.1K	Buy	53 +44	+489%	+$8.13K	﹤0.01%	777
2025 Q1	$1.58K	Buy	+9	New	+$2.19K	﹤0.01%	1109
2024 Q2	–	Sell	-30	Closed	-$10.8K	–	1153
2024 Q1	$10.8K	Buy	+30	New	+$12.3K	﹤0.01%	633

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's MDB Position: Q2 2026 in Review

Bogart Wealth LLC increased its MongoDB (MDB) stake by 43% in Q2 2026, buying an estimated $900 and bringing the position to 10 shares worth $3.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1317.

Bogart Wealth LLC first reported a position in MDB in Q1 2024 and has held it in 7 quarters since. The position peaked at $11.1K in Q2 2025. 873 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Bogart Wealth LLC held 10 shares of MongoDB worth $3.36K as of Q2 2026.
Bogart Wealth LLC bought 3 MongoDB shares in Q2 2026, an estimated $900.
MongoDB made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1317 holding.
Bogart Wealth LLC first reported a position in MongoDB in Q1 2024 and has held it in 7 quarters since.
Bogart Wealth LLC's MongoDB position peaked at $11.1K in Q2 2025.
873 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.