Evoke Wealth’s MongoDB MDB Stock Holding History

Evoke Wealth’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	$271K	Buy	1,107 +559	+102%	+$187K	﹤0.01%	573
2025 Q4	$230K	Buy	+548	New	+$199K	﹤0.01%	597

Other funds holding MDB

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Evoke Wealth's MDB Position: Q1 2026 in Review

Evoke Wealth increased its MongoDB (MDB) stake by 102% in Q1 2026, buying an estimated $187K and bringing the position to 1,107 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Evoke Wealth first reported a position in MDB in Q4 2025 and has held it in 2 quarters since. 811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

Evoke Wealth held 1,107 shares of MongoDB worth $271K as of Q1 2026.
Evoke Wealth bought 559 MongoDB shares in Q1 2026, an estimated $187K.
MongoDB made up ﹤0.01% of Evoke Wealth's portfolio in Q1 2026, its #573 holding.
Evoke Wealth first reported a position in MongoDB in Q4 2025 and has held it in 2 quarters since.
811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.