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BXM Wealth’s MongoDB MDB Stock Holding History

BXM Wealth’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 		$244K Buy
+725
New +$217K 0.13% 144
2026
Q1 		– Sell
-725
Closed -$304K – 143
2025
Q4 		$304K Sell
725
-125
-15% -$45.5K 0.23% 93
2025
Q3 		$264K Buy
+850
New +$219K 0.25% 104

Other funds holding MDB

Swedbank
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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return

BXM Wealth's MDB Position: Q2 2026 in Review

BXM Wealth opened a new position in MongoDB (MDB) in Q2 2026: 725 shares worth $244K. The stake represents 0.13% of the portfolio and ranks #144 among its holdings. This is a return to the name: BXM Wealth previously reported a position in MDB as recently as Q4 2025.

BXM Wealth first reported a position in MDB in Q3 2025 and has held it in 3 quarters since. The position peaked at $304K in Q4 2025. 180 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • BXM Wealth held 725 shares of MongoDB worth $244K as of Q2 2026.
  • MongoDB was a new BXM Wealth position in Q2 2026.
  • MongoDB made up 0.13% of BXM Wealth's portfolio in Q2 2026, its #144 holding.
  • BXM Wealth first reported a position in MongoDB in Q3 2025 and has held it in 3 quarters since.
  • BXM Wealth's MongoDB position peaked at $304K in Q4 2025.
  • 180 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.