Envestnet Asset Management
MDB icon

Envestnet Asset Management’s MongoDB MDB Stock Holding History

Envestnet Asset 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 		$42.7M Buy
127,100
+52,705
+71% +$15.8M 0.01% 950
2026
Q1 		$18.2M Buy
74,395
+1,674
+2% +$560K ﹤0.01% 1400
2025
Q4 		$30.5M Buy
72,721
+28,400
+64% +$10.3M 0.01% 993
2025
Q3 		$13.8M Sell
44,321
-57,391
-56% -$14.8M ﹤0.01% 1551
2025
Q2 		$21.4M Sell
101,712
-25,713
-20% -$4.75M 0.01% 1209
2025
Q1 		$22.4M Buy
127,425
+39,311
+45% +$9.58M 0.01% 1122
2024
Q4 		$20.5M Sell
88,114
-14,925
-14% -$4.21M 0.01% 1189
2024
Q3 		$27.9M Sell
103,039
-832
-0.8% -$216K 0.01% 994
2024
Q2 		$26M Sell
103,871
-5,779
-5% -$1.83M 0.01% 977
2024
Q1 		$39.3M Buy
109,650
+28,032
+34% +$11.5M 0.01% 768
2023
Q4 		$33.4M Buy
81,618
+17,127
+27% +$6.5M 0.01% 783
2023
Q3 		$22.3M Buy
64,491
+22,699
+54% +$8.62M 0.01% 925
2023
Q2 		$17.2M Buy
41,792
+19,019
+84% +$5.55M 0.01% 1002
2023
Q1 		$5.31M Buy
22,773
+6,262
+38% +$1.31M ﹤0.01% 1628
2022
Q4 		$3.25M Sell
16,511
-1,141
-6% -$203K ﹤0.01% 1849
2022
Q3 		$3.5M Sell
17,652
-978
-5% -$285K ﹤0.01% 1718
2022
Q2 		$4.83M Buy
18,630
+3,372
+22% +$1.05M ﹤0.01% 1543
2022
Q1 		$6.77M Buy
15,258
+4,995
+49% +$1.95M ﹤0.01% 1438
2021
Q4 		$5.43M Buy
10,263
+4,019
+64% +$2.06M ﹤0.01% 1561
2021
Q3 		$2.94M Buy
6,244
+3,278
+111% +$1.32M ﹤0.01% 1855
2021
Q2 		$1.07M Buy
2,966
+152
+5% +$47K ﹤0.01% 2476
2021
Q1 		$753K Buy
2,814
+2,070
+278% +$733K ﹤0.01% 2606
2020
Q4 		$267K Buy
+744
New +$208K ﹤0.01% 2982
2018
Q1 		– Sell
-511
Closed -$15K – 2911
2017
Q4 		$15K Buy
+511
New +$14.9K ﹤0.01% 2560

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

Envestnet Asset Management's MDB Position: Q2 2026 in Review

Envestnet Asset Management increased its MongoDB (MDB) stake by 71% in Q2 2026, buying an estimated $15.8M and bringing the position to 127,100 shares worth $42.7M. The position accounts for 0.01% of the portfolio, ranked #950.

Envestnet Asset Management first reported a position in MDB in Q4 2017 and has held it in 24 quarters since. 866 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Envestnet Asset Management held 127,100 shares of MongoDB worth $42.7M as of Q2 2026.
  • Envestnet Asset Management bought 52,705 MongoDB shares in Q2 2026, an estimated $15.8M.
  • MongoDB made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #950 holding.
  • Envestnet Asset Management first reported a position in MongoDB in Q4 2017 and has held it in 24 quarters since.
  • 866 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.