EWM
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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
2022
Q4 		– Hold
0
– -$794K – 473
2022
Q3 		– Hold
0
– – – 223

Other funds holding MDB

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Swedbank
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
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
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. 258 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.
  • 258 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.