Empirical Wealth Management
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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
Q3 		$769K Buy
2,205
+788
+56% +$298K 0.01% 589
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Empirical Wealth Management's MDB Position: Q3 2026 in Review

Empirical Wealth Management increased its MongoDB (MDB) stake by 56% in Q3 2026, buying an estimated $298K and bringing the position to 2,205 shares worth $769K. The position accounts for 0.01% of the portfolio, ranked #589.

Empirical Wealth Management first reported a position in MDB in Q3 2022 and has held it in 5 quarters since. 422 funds tracked by Wall St. Rank hold MDB as of Q3 2026.

  • Empirical Wealth Management held 2,205 shares of MongoDB worth $769K as of Q3 2026.
  • Empirical Wealth Management bought 788 MongoDB shares in Q3 2026, an estimated $298K.
  • MongoDB made up 0.01% of Empirical Wealth Management's portfolio in Q3 2026, its #589 holding.
  • Empirical Wealth Management first reported a position in MongoDB in Q3 2022 and has held it in 5 quarters since.
  • 422 funds tracked by Wall St. Rank held MongoDB as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.