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Compass Financial Management’s MongoDB MDB Stock Holding History

Compass Financial 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 		$10.3K Buy
+27
New +$8.1K ﹤0.01% 1046

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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Compass Financial Management's MDB Position: Q2 2026 in Review

Compass Financial Management opened a new position in MongoDB (MDB) in Q2 2026: 27 shares worth $10.3K. The stake represents ﹤0.01% of the portfolio and ranks #1046 among its holdings.

813 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Compass Financial Management held 27 shares of MongoDB worth $10.3K as of Q2 2026.
  • MongoDB was a new Compass Financial Management position in Q2 2026.
  • MongoDB made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1046 holding.
  • 813 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.