CWM
MDB icon

Copia Wealth Management’s MongoDB MDB Stock Holding History

Copia Wealth 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 		$672 Hold
2
– – ﹤0.01% 526
2026
Q1 		$490 Hold
2
– – ﹤0.01% 498
2025
Q4 		$839 Hold
2
– – ﹤0.01% 480
2025
Q3 		$621 Hold
2
– – ﹤0.01% 447
2025
Q2 		$420 Hold
2
– – ﹤0.01% 448
2025
Q1 		$351 Hold
2
– – ﹤0.01% 433
2024
Q4 		$466 Buy
+2
New +$565 ﹤0.01% 395

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Copia Wealth Management's MDB Position: Q2 2026 in Review

Copia Wealth Management held its MongoDB (MDB) position steady in Q2 2026 at 2 shares worth $672. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Copia Wealth Management first reported a position in MDB in Q4 2024 and has held it in 7 quarters since. The position peaked at $839 in Q4 2025. 868 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Copia Wealth Management held 2 shares of MongoDB worth $672 as of Q2 2026.
  • Copia Wealth Management left its MongoDB share count unchanged in Q2 2026.
  • MongoDB made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #526 holding.
  • Copia Wealth Management first reported a position in MongoDB in Q4 2024 and has held it in 7 quarters since.
  • Copia Wealth Management's MongoDB position peaked at $839 in Q4 2025.
  • 868 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.