Empirical Wealth Management’s MongoDB MDB Stock Holding History

Empirical 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	$476K	Buy	1,417 +443	+45%	+$133K	0.01%	700
2026 Q1	$238K	Buy	974 +394	+68%	+$132K	﹤0.01%	887
2025 Q4	$243K	Buy	+580	New	+$211K	﹤0.01%	782
2022 Q4	–	Sell	-215	Closed	-$43K	–	474
2022 Q3	$43K	Buy	+215	New	+$62.7K	﹤0.01%	454

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

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

Empirical Wealth Management increased its MongoDB (MDB) stake by 45% in Q2 2026, buying an estimated $133K and bringing the position to 1,417 shares worth $476K. The position accounts for 0.01% of the portfolio, ranked #700.

Empirical Wealth Management first reported a position in MDB in Q3 2022 and has held it in 4 quarters since. 257 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Empirical Wealth Management held 1,417 shares of MongoDB worth $476K as of Q2 2026.
Empirical Wealth Management bought 443 MongoDB shares in Q2 2026, an estimated $133K.
MongoDB made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #700 holding.
Empirical Wealth Management first reported a position in MongoDB in Q3 2022 and has held it in 4 quarters since.
257 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.