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Everhart Financial Group’s MongoDB MDB Stock Holding History

Everhart Financial Group’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 		$381K Buy
+1,134
New +$340K 0.02% 318
2026
Q1 		– Sell
-730
Closed -$306K – 477
2025
Q4 		$306K Buy
+730
New +$266K 0.03% 324
2024
Q2 		– Sell
-737
Closed -$264K – 306
2024
Q1 		$264K Buy
737
+4
+0.5% +$1.63K 0.08% 229
2023
Q4 		$300K Buy
733
+39
+6% +$14.8K 0.11% 180
2023
Q3 		$240K Sell
694
-20
-3% -$7.59K 0.1% 182
2023
Q2 		$293K Buy
+714
New +$208K 0.12% 159

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

Everhart Financial Group's MDB Position: Q2 2026 in Review

Everhart Financial Group opened a new position in MongoDB (MDB) in Q2 2026: 1,134 shares worth $381K. The stake represents 0.02% of the portfolio and ranks #318 among its holdings. This is a return to the name: Everhart Financial Group previously reported a position in MDB as recently as Q4 2025.

Everhart Financial Group first reported a position in MDB in Q2 2023 and has held it in 6 quarters since. 867 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Everhart Financial Group held 1,134 shares of MongoDB worth $381K as of Q2 2026.
  • MongoDB was a new Everhart Financial Group position in Q2 2026.
  • MongoDB made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #318 holding.
  • Everhart Financial Group first reported a position in MongoDB in Q2 2023 and has held it in 6 quarters since.
  • 867 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.