Curated Wealth Partners’s MongoDB MDB Stock Holding History

Curated Wealth Partners’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	$504K	Buy	+734	New	+$220K	0.07%	267

Other funds holding MDB

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 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Curated Wealth Partners's MDB Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in MongoDB (MDB) in Q2 2026: 734 shares worth $504K. The stake represents 0.07% of the portfolio and ranks #267 among its holdings.

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

Curated Wealth Partners held 734 shares of MongoDB worth $504K as of Q2 2026.
MongoDB was a new Curated Wealth Partners position in Q2 2026.
MongoDB made up 0.07% of Curated Wealth Partners's portfolio in Q2 2026, its #267 holding.
213 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.