DiNuzzo Private Wealth’s MongoDB MDB Stock Holding History

DiNuzzo 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	$2.02K	Hold	6	–	–	﹤0.01%	673
2026 Q1	$1.47K	Hold	6	–	–	﹤0.01%	754
2025 Q4	$2.52K	Hold	6	–	–	﹤0.01%	564
2025 Q3	$1.89K	Buy	6 +1	+20%	+$257	﹤0.01%	645
2025 Q2	$1.05K	Buy	+5	New	+$924	﹤0.01%	838
2024 Q3	–	Sell	-3	Closed	-$750	–	1455
2024 Q2	$750	Hold	3	–	–	﹤0.01%	903
2024 Q1	$1.08K	Sell	3 -1	-25%	-$409	﹤0.01%	705
2023 Q4	$1.64K	Buy	+4	New	+$1.52K	﹤0.01%	521

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

DiNuzzo Private Wealth held its MongoDB (MDB) position steady in Q2 2026 at 6 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

DiNuzzo Private Wealth first reported a position in MDB in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.52K in Q4 2025. 250 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

DiNuzzo Private Wealth held 6 shares of MongoDB worth $2.02K as of Q2 2026.
DiNuzzo Private Wealth left its MongoDB share count unchanged in Q2 2026.
MongoDB made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #673 holding.
DiNuzzo Private Wealth first reported a position in MongoDB in Q4 2023 and has held it in 8 quarters since.
DiNuzzo Private Wealth's MongoDB position peaked at $2.52K in Q4 2025.
250 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.