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Essential Partners’s MongoDB MDB Stock Holding History

Essential Partners’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 		$247K Sell
736
-1,165
-61% -$349K 0.11% 192
2026
Q1 		$465K Sell
1,901
-212
-10% -$70.9K 0.16% 156
2025
Q4 		$887K Buy
2,113
+168
+9% +$61.1K 0.27% 100
2025
Q3 		$604K Sell
1,945
-723
-27% -$186K 0.2% 142
2025
Q2 		$560K Buy
+2,668
New +$493K 0.22% 137

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

Essential Partners's MDB Position: Q2 2026 in Review

Essential Partners reduced its MongoDB (MDB) stake by 61% in Q2 2026, selling an estimated $349K and leaving 736 shares worth $247K. The position accounts for 0.11% of the portfolio, ranked #192.

Essential Partners first reported a position in MDB in Q2 2025 and has held it in 5 quarters since. The position peaked at $887K in Q4 2025. 868 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Essential Partners held 736 shares of MongoDB worth $247K as of Q2 2026.
  • Essential Partners sold 1,165 MongoDB shares in Q2 2026, an estimated $349K.
  • MongoDB made up 0.11% of Essential Partners's portfolio in Q2 2026, its #192 holding.
  • Essential Partners first reported a position in MongoDB in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's MongoDB position peaked at $887K in Q4 2025.
  • 868 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.