EPW
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Evolve Private Wealth’s MongoDB MDB Stock Holding History

Evolve Private 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 		$661K Buy
1,967
+115
+6% +$34.5K 0.04% 415
2026
Q1 		$453K Buy
1,852
+445
+32% +$149K 0.02% 618
2025
Q4 		$591K Buy
+1,407
New +$512K 0.04% 466

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

Evolve Private Wealth's MDB Position: Q2 2026 in Review

Evolve Private Wealth increased its MongoDB (MDB) stake by 6.2% in Q2 2026, buying an estimated $34.5K and bringing the position to 1,967 shares worth $661K. The position accounts for 0.04% of the portfolio, ranked #415.

Evolve Private Wealth first reported a position in MDB in Q4 2025 and has held it in 3 quarters since. 867 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Evolve Private Wealth held 1,967 shares of MongoDB worth $661K as of Q2 2026.
  • Evolve Private Wealth bought 115 MongoDB shares in Q2 2026, an estimated $34.5K.
  • MongoDB made up 0.04% of Evolve Private Wealth's portfolio in Q2 2026, its #415 holding.
  • Evolve Private Wealth first reported a position in MongoDB in Q4 2025 and has held it in 3 quarters since.
  • 867 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.