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 Q2	–	Sell	-1,107	Closed	-$271K	–	385
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Evoke Wealth's MDB Position: Q2 2026 in Review

Evoke Wealth sold out of MongoDB (MDB) in Q2 2026, closing a stake of 1,107 shares — an estimated $271K sold.

Evoke Wealth first reported a position in MDB in Q4 2025 and held it in 2 quarters. The position peaked at $271K in Q1 2026. 870 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Evoke Wealth reported no remaining MongoDB position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 1,107 MongoDB shares in Q2 2026, an estimated $271K.
Evoke Wealth first reported a position in MongoDB in Q4 2025 and held it in 2 quarters.
Evoke Wealth's MongoDB position peaked at $271K in Q1 2026.
870 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.