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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

EP Wealth Advisors's MDB Position: Q1 2026 in Review

EP Wealth Advisors increased its MongoDB (MDB) stake by 111% in Q1 2026, buying an estimated $271K and bringing the position to 1,541 shares worth $377K. The position accounts for ﹤0.01% of the portfolio, ranked #1038.

EP Wealth Advisors first reported a position in MDB in Q2 2023 and has held it in 6 quarters since. 811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • EP Wealth Advisors held 1,541 shares of MongoDB worth $377K as of Q1 2026.
  • EP Wealth Advisors bought 809 MongoDB shares in Q1 2026, an estimated $271K.
  • MongoDB made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1038 holding.
  • EP Wealth Advisors first reported a position in MongoDB in Q2 2023 and has held it in 6 quarters since.
  • 811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.