Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s MongoDB MDB Stock Holding History

Envestnet Portfolio Solutions’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 		$2.43M Buy
7,243
+2,697
+59% +$809K 0.01% 460
2026
Q1 		$1.11M Buy
4,546
+3,119
+219% +$1.04M 0.01% 600
2025
Q4 		$599K Buy
+1,427
New +$519K ﹤0.01% 978
2025
Q1 		– Sell
-1,335
Closed -$311K – 1701
2024
Q4 		$311K Sell
1,335
-294
-18% -$83K ﹤0.01% 1489
2024
Q3 		$440K Sell
1,629
-183
-10% -$47.5K ﹤0.01% 1267
2024
Q2 		$453K Sell
1,812
-652
-26% -$206K ﹤0.01% 1183
2024
Q1 		$884K Buy
2,464
+285
+13% +$116K ﹤0.01% 881
2023
Q4 		$891K Buy
2,179
+298
+16% +$113K ﹤0.01% 822
2023
Q3 		$651K Buy
+1,881
New +$714K ﹤0.01% 883

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 $3.38T AUM 44.17% 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 Portfolio Solutions's MDB Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its MongoDB (MDB) stake by 59% in Q2 2026, buying an estimated $809K and bringing the position to 7,243 shares worth $2.43M. The position accounts for 0.01% of the portfolio, ranked #460.

Envestnet Portfolio Solutions first reported a position in MDB in Q3 2023 and has held it in 9 quarters since. 873 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Envestnet Portfolio Solutions held 7,243 shares of MongoDB worth $2.43M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 2,697 MongoDB shares in Q2 2026, an estimated $809K.
  • MongoDB made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #460 holding.
  • Envestnet Portfolio Solutions first reported a position in MongoDB in Q3 2023 and has held it in 9 quarters since.
  • 873 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.