Corient Private Wealth
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Corient Private Wealth’s MongoDB MDB Stock Holding History

Corient Private 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 		$14.6M Buy
43,447
+7,851
+22% +$2.35M 0.02% 545
2026
Q1 		$8.67M Buy
35,596
+12,860
+57% +$4.3M 0.01% 668
2025
Q4 		$4.97M Buy
22,736
+19,592
+623% +$7.13M ﹤0.01% 1054
2025
Q3 		$976K Sell
3,144
-2,985
-49% -$767K ﹤0.01% 1436
2025
Q2 		$1.29M Buy
6,129
+4,441
+263% +$821K ﹤0.01% 1240
2025
Q1 		$296K Sell
1,688
-1,068
-39% -$260K ﹤0.01% 1859
2024
Q4 		$642K Sell
2,756
-257
-9% -$72.6K ﹤0.01% 1499
2024
Q3 		$815K Buy
3,013
+554
+23% +$144K ﹤0.01% 1503
2024
Q2 		$615K Sell
2,459
-82
-3% -$25.9K ﹤0.01% 1539
2024
Q1 		$911K Buy
2,541
+210
+9% +$85.8K ﹤0.01% 1341
2023
Q4 		$953K Sell
2,331
-92
-4% -$34.9K ﹤0.01% 1302
2023
Q3 		$838K Buy
2,423
+136
+6% +$51.6K ﹤0.01% 1255
2023
Q2 		$940K Sell
2,287
-1,801
-44% -$525K ﹤0.01% 1181
2023
Q1 		$955K Buy
4,088
+2,707
+196% +$568K ﹤0.01% 1107
2022
Q4 		$274K Buy
+1,381
New +$246K ﹤0.01% 1371

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

Corient Private Wealth's MDB Position: Q2 2026 in Review

Corient Private Wealth increased its MongoDB (MDB) stake by 22% in Q2 2026, buying an estimated $2.35M and bringing the position to 43,447 shares worth $14.6M. The position accounts for 0.02% of the portfolio, ranked #545.

Corient Private Wealth first reported a position in MDB in Q4 2022 and has held it in 15 quarters since. 866 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Corient Private Wealth held 43,447 shares of MongoDB worth $14.6M as of Q2 2026.
  • Corient Private Wealth bought 7,851 MongoDB shares in Q2 2026, an estimated $2.35M.
  • MongoDB made up 0.02% of Corient Private Wealth's portfolio in Q2 2026, its #545 holding.
  • Corient Private Wealth first reported a position in MongoDB in Q4 2022 and has held it in 15 quarters since.
  • 866 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.