Elevation Wealth Partners’s MongoDB MDB Stock Holding History

Elevation 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	$21.8K	Buy	65 +59	+983%	+$17.7K	0.01%	566
2026 Q1	$1.47K	Buy	+6	New	+$2.01K	﹤0.01%	956

Other funds holding MDB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Elevation Wealth Partners increased its MongoDB (MDB) stake by 983% in Q2 2026, buying an estimated $17.7K and bringing the position to 65 shares worth $21.8K. The position accounts for 0.01% of the portfolio, ranked #566.

Elevation Wealth Partners first reported a position in MDB in Q1 2026 and has held it in 2 quarters since. 867 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Elevation Wealth Partners held 65 shares of MongoDB worth $21.8K as of Q2 2026.
Elevation Wealth Partners bought 59 MongoDB shares in Q2 2026, an estimated $17.7K.
MongoDB made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #566 holding.
Elevation Wealth Partners first reported a position in MongoDB in Q1 2026 and has held it in 2 quarters since.
867 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.