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Financial Consulate’s MongoDB MDB Stock Holding History

Financial Consulate’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 		$1.01K Buy
+3
New +$900 ﹤0.01% 1166
2026
Q1 		– Sell
-2
Closed -$840 – 1455
2025
Q4 		$840 Hold
2
– – ﹤0.01% 1053
2025
Q3 		$621 Buy
+2
New +$514 ﹤0.01% 944

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

Financial Consulate's MDB Position: Q2 2026 in Review

Financial Consulate opened a new position in MongoDB (MDB) in Q2 2026: 3 shares worth $1.01K. The stake represents ﹤0.01% of the portfolio and ranks #1166 among its holdings. This is a return to the name: Financial Consulate previously reported a position in MDB as recently as Q4 2025.

Financial Consulate first reported a position in MDB in Q3 2025 and has held it in 3 quarters since. 870 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Financial Consulate held 3 shares of MongoDB worth $1.01K as of Q2 2026.
  • MongoDB was a new Financial Consulate position in Q2 2026.
  • MongoDB made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #1166 holding.
  • Financial Consulate first reported a position in MongoDB in Q3 2025 and has held it in 3 quarters since.
  • 870 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.