EWA
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EverSource Wealth Advisors’s MongoDB MDB Stock Holding History

EverSource 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 		$409K Sell
1,219
-351
-22% -$105K 0.01% 641
2026
Q1 		$384K Buy
1,570
+212
+16% +$70.9K 0.01% 726
2025
Q4 		$570K Buy
1,358
+309
+29% +$112K 0.02% 492
2025
Q3 		$326K Sell
1,049
-231
-18% -$59.4K 0.01% 690
2025
Q2 		$269K Buy
1,280
+1,156
+932% +$214K 0.01% 728
2025
Q1 		$21.8K Sell
124
-15
-11% -$3.65K ﹤0.01% 1647
2024
Q4 		$32.4K Sell
139
-11
-7% -$3.11K ﹤0.01% 1378
2024
Q3 		$40.6K Sell
150
-70
-32% -$18.2K ﹤0.01% 1154
2024
Q2 		$55.5K Sell
220
-3
-1% -$948 ﹤0.01% 1040
2024
Q1 		$81.4K Sell
223
-3
-1% -$1.23K 0.01% 792
2023
Q4 		$92.4K Buy
226
+25
+12% +$9.48K 0.01% 667
2023
Q3 		$69.5K Buy
201
+1
+0.5% +$380 0.01% 703
2023
Q2 		$82.2K Sell
200
-34
-15% -$9.92K 0.01% 650
2023
Q1 		$54.5K Sell
234
-176
-43% -$36.9K 0.01% 766
2022
Q4 		$80.7K Buy
410
+371
+951% +$66K 0.01% 579
2022
Q3 		$8K Buy
+39
New +$11.4K ﹤0.01% 1201
2022
Q2 		– Sell
-5
Closed -$2K – 1818
2022
Q1 		$2K Sell
5
-13
-72% -$5.08K ﹤0.01% 1545
2021
Q4 		$10K Buy
+18
New +$9.22K ﹤0.01% 967

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

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

EverSource Wealth Advisors reduced its MongoDB (MDB) stake by 22% in Q2 2026, selling an estimated $105K and leaving 1,219 shares worth $409K. The position accounts for 0.01% of the portfolio, ranked #641.

EverSource Wealth Advisors first reported a position in MDB in Q4 2021 and has held it in 18 quarters since. The position peaked at $570K in Q4 2025. 867 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • EverSource Wealth Advisors held 1,219 shares of MongoDB worth $409K as of Q2 2026.
  • EverSource Wealth Advisors sold 351 MongoDB shares in Q2 2026, an estimated $105K.
  • MongoDB made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #641 holding.
  • EverSource Wealth Advisors first reported a position in MongoDB in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's MongoDB position peaked at $570K in Q4 2025.
  • 867 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.