Evolution Wealth Management’s MongoDB MDB Stock Holding History

Evolution Wealth Management’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	$3.36K	Hold	10	–	–	﹤0.01%	766
2026 Q1	$2.45K	Buy	+10	New	+$3.35K	﹤0.01%	711

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

Evolution Wealth Management's MDB Position: Q2 2026 in Review

Evolution Wealth Management held its MongoDB (MDB) position steady in Q2 2026 at 10 shares worth $3.36K. The position accounts for ﹤0.01% of the portfolio, ranked #766.

Evolution Wealth Management first reported a position in MDB in Q1 2026 and has held it in 2 quarters since. 870 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Evolution Wealth Management held 10 shares of MongoDB worth $3.36K as of Q2 2026.
Evolution Wealth Management left its MongoDB share count unchanged in Q2 2026.
MongoDB made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #766 holding.
Evolution Wealth Management first reported a position in MongoDB in Q1 2026 and has held it in 2 quarters since.
870 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.