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EP Wealth Advisors’s MongoDB MDB Stock Holding History

EP Wealth Advisors’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 		$436K Sell
1,298
-243
-16% -$72.9K ﹤0.01% 1092
2026
Q1 		$377K Buy
1,541
+809
+111% +$271K ﹤0.01% 1038
2025
Q4 		$307K Buy
+732
New +$266K ﹤0.01% 1125
2024
Q2 		– Sell
-680
Closed -$244K – 879
2024
Q1 		$244K Buy
680
+15
+2% +$6.13K ﹤0.01% 683
2023
Q4 		$272K Buy
665
+55
+9% +$20.9K ﹤0.01% 643
2023
Q3 		$211K Sell
610
-25,299
-98% -$9.6M ﹤0.01% 655
2023
Q2 		$297K Buy
+25,909
New +$7.56M ﹤0.01% 565

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

EP Wealth Advisors's MDB Position: Q2 2026 in Review

EP Wealth Advisors reduced its MongoDB (MDB) stake by 16% in Q2 2026, selling an estimated $72.9K and leaving 1,298 shares worth $436K. The position accounts for ﹤0.01% of the portfolio, ranked #1092.

EP Wealth Advisors first reported a position in MDB in Q2 2023 and has held it in 7 quarters since. 870 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • EP Wealth Advisors held 1,298 shares of MongoDB worth $436K as of Q2 2026.
  • EP Wealth Advisors sold 243 MongoDB shares in Q2 2026, an estimated $72.9K.
  • MongoDB made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1092 holding.
  • EP Wealth Advisors first reported a position in MongoDB in Q2 2023 and has held it in 7 quarters since.
  • 870 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.