Commonwealth Equity Services’s MongoDB MDB Stock Holding History

Commonwealth Equity Services’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	$3.87M	Buy	11,516 +28	+0.2%	+$8.4K	﹤0.01%	1605
2026 Q1	$2.81M	Sell	11,488 -6,385	-36%	-$2.14M	﹤0.01%	1745
2025 Q4	$7.5M	Sell	17,873 -258	-1%	-$93.9K	0.01%	1057
2025 Q3	$5.63M	Buy	18,131 +3,641	+25%	+$936K	0.01%	1265
2025 Q2	$3.04M	Sell	14,490 -2,846	-16%	-$526K	﹤0.01%	1683
2025 Q1	$3.04M	Buy	17,336 +5,821	+51%	+$1.42M	﹤0.01%	1623
2024 Q4	$2.68M	Sell	11,515 -138	-1%	-$39K	﹤0.01%	1669
2024 Q3	$3.15M	Sell	11,653 -572	-5%	-$149K	﹤0.01%	1543
2024 Q2	$3.06M	Sell	12,225 -1,195	-9%	-$377K	﹤0.01%	1510
2024 Q1	$4.81M	Buy	13,420 +423	+3%	+$173K	0.01%	1190
2023 Q4	$5.31M	Buy	12,997 +1,386	+12%	+$526K	0.01%	1064
2023 Q3	$4.02M	Sell	11,611 -7,832	-40%	-$2.97M	0.01%	1149
2023 Q2	$7.99M	Buy	19,443 +9,554	+97%	+$2.79M	0.02%	799
2023 Q1	$2.31K	Sell	9,889 -871	-8%	-$183K	﹤0.01%	1477
2022 Q4	$2.12M	Buy	10,760 +529	+5%	+$94.2K	0.01%	1458
2022 Q3	$2.03M	Sell	10,231 -904	-8%	-$264K	0.01%	1408
2022 Q2	$2.89M	Sell	11,135 -1,096	-9%	-$343K	0.01%	1200
2022 Q1	$5.42M	Sell	12,231 -858	-7%	-$335K	0.01%	915
2021 Q4	$6.93M	Buy	13,089 +79	+0.6%	+$40.5K	0.02%	768
2021 Q3	$6.13M	Sell	13,010 -221	-2%	-$89K	0.02%	766
2021 Q2	$4.78M	Sell	13,231 -498	-4%	-$154K	0.01%	878
2021 Q1	$3.67M	Buy	13,729 +388	+3%	+$137K	0.01%	944
2020 Q4	$4.79M	Buy	13,341 +287	+2%	+$80.2K	0.01%	744
2020 Q3	$3.02M	Sell	13,054 -883	-6%	-$191K	0.01%	879
2020 Q2	$3.15M	Buy	13,937 +3,114	+29%	+$577K	0.01%	788
2020 Q1	$1.48M	Sell	10,823 -1,707	-14%	-$252K	0.01%	1050
2019 Q4	$1.65M	Buy	12,530 +2,802	+29%	+$368K	0.01%	1140
2019 Q3	$1.17M	Buy	9,728 +2,388	+33%	+$345K	0.01%	1270
2019 Q2	$1.12M	Buy	7,340 +1,433	+24%	+$208K	﹤0.01%	1282
2019 Q1	$868K	Buy	5,907 +681	+13%	+$69.9K	﹤0.01%	1399
2018 Q4	$437K	Buy	5,226 +1,697	+48%	+$131K	﹤0.01%	1735
2018 Q3	$287K	Buy	+3,529	New	+$235K	﹤0.01%	2206

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

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Commonwealth Equity Services's MDB Position: Q2 2026 in Review

Commonwealth Equity Services increased its MongoDB (MDB) stake by 0.24% in Q2 2026, buying an estimated $8.4K and bringing the position to 11,516 shares worth $3.87M. The position accounts for ﹤0.01% of the portfolio, ranked #1605.

Commonwealth Equity Services first reported a position in MDB in Q3 2018 and has held it in 32 quarters since. The position peaked at $7.99M in Q2 2023. 243 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Commonwealth Equity Services held 11,516 shares of MongoDB worth $3.87M as of Q2 2026.
Commonwealth Equity Services bought 28 MongoDB shares in Q2 2026, an estimated $8.4K.
MongoDB made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1605 holding.
Commonwealth Equity Services first reported a position in MongoDB in Q3 2018 and has held it in 32 quarters since.
Commonwealth Equity Services's MongoDB position peaked at $7.99M in Q2 2023.
243 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.