Empower Advisory Group
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Empower Advisory Group’s MongoDB MDB Stock Holding History

Empower Advisory Group’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 		$8.85M Buy
26,341
+52
+0.2% +$15.6K 0.02% 183
2026
Q1 		$6.43M Sell
26,289
-25,644
-49% -$8.58M 0.02% 177
2025
Q4 		$21.8M Buy
51,933
+25,648
+98% +$9.33M 0.06% 139
2025
Q3 		$8.16M Buy
26,285
+4
+0% +$1.03K 0.02% 174
2025
Q2 		$5.52M Sell
26,281
-4,753
-15% -$879K 0.02% 179
2025
Q1 		$5.44M Buy
31,034
+6
+0% +$1.46K 0.02% 179
2024
Q4 		$7.22M Sell
31,028
-2
-0% -$565 0.02% 176
2024
Q3 		$8.39M Sell
31,030
-5
-0% -$1.3K 0.03% 171
2024
Q2 		$7.76M Buy
31,035
+134
+0.4% +$42.3K 0.03% 170
2024
Q1 		$11.1M Sell
30,901
-249
-0.8% -$102K 0.04% 157
2023
Q4 		$12.7M Sell
31,150
-8
-0% -$3.04K 0.05% 152
2023
Q3 		$10.8M Sell
31,158
-16
-0.1% -$6.07K 0.05% 152
2023
Q2 		$12.8M Sell
31,174
-1,010
-3% -$295K 0.06% 150
2023
Q1 		$7.3M Buy
+32,184
New +$6.75M 0.03% 180

Other funds holding MDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Empower Advisory Group's MDB Position: Q2 2026 in Review

Empower Advisory Group increased its MongoDB (MDB) stake by 0.2% in Q2 2026, buying an estimated $15.6K and bringing the position to 26,341 shares worth $8.85M. The position accounts for 0.02% of the portfolio, ranked #183.

Empower Advisory Group first reported a position in MDB in Q1 2023 and has held it in 14 quarters since. The position peaked at $21.8M in Q4 2025. 871 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Empower Advisory Group held 26,341 shares of MongoDB worth $8.85M as of Q2 2026.
  • Empower Advisory Group bought 52 MongoDB shares in Q2 2026, an estimated $15.6K.
  • MongoDB made up 0.02% of Empower Advisory Group's portfolio in Q2 2026, its #183 holding.
  • Empower Advisory Group first reported a position in MongoDB in Q1 2023 and has held it in 14 quarters since.
  • Empower Advisory Group's MongoDB position peaked at $21.8M in Q4 2025.
  • 871 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.