Financial Perspectives’s MongoDB MDB Stock Holding History

Financial Perspectives’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	$394K	Hold	1,172	–	–	0.1%	118
2026 Q1	$287K	Hold	1,172	–	–	0.08%	133
2025 Q4	$492K	Buy	1,172 +475	+68%	+$173K	0.13%	95
2025 Q3	$216K	Hold	697	–	–	0.06%	151
2025 Q2	$146K	Hold	697	–	–	0.04%	179
2025 Q1	$122K	Hold	697	–	–	0.04%	193
2024 Q4	$162K	Hold	697	–	–	0.05%	160
2024 Q3	$188K	Hold	697	–	–	0.07%	145
2024 Q2	$174K	Hold	697	–	–	0.06%	147
2024 Q1	$250K	Hold	697	–	–	0.09%	120
2023 Q4	$285K	Hold	697	–	–	0.12%	112
2023 Q3	$241K	Hold	697	–	–	0.11%	108
2023 Q2	$286K	Hold	697	–	–	0.13%	99
2023 Q1	$162K	Hold	697	–	–	0.08%	141
2022 Q4	$137K	Buy	697 +2	+0.3%	+$356	0.07%	146
2022 Q3	$138K	Buy	695 +15	+2%	+$4.38K	0.08%	143
2022 Q2	$176K	Hold	680	–	–	0.1%	123
2022 Q1	$302K	Hold	680	–	–	0.14%	95
2021 Q4	$360K	Hold	680	–	–	0.17%	78
2021 Q3	$321K	Hold	680	–	–	0.16%	88
2021 Q2	$246K	Sell	680 -180,370	-100%	-$55.8M	0.12%	114
2021 Q1	$677K	Buy	181,050 +180,413	+28,322%	+$63.9M	0.03%	252
2020 Q4	$229K	Hold	637	–	–	0.13%	106
2020 Q3	$147K	Buy	637 +49	+8%	+$10.6K	0.1%	121
2020 Q2	$133K	Buy	588 +57	+11%	+$10.6K	0.1%	120
2020 Q1	$72.5K	Buy	531 +81	+18%	+$12K	0.06%	140
2019 Q4	$59.2K	Buy	+450	New	+$59.1K	0.04%	164

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

Financial Perspectives's MDB Position: Q2 2026 in Review

Financial Perspectives held its MongoDB (MDB) position steady in Q2 2026 at 1,172 shares worth $394K. The position accounts for 0.1% of the portfolio, ranked #118.

Financial Perspectives first reported a position in MDB in Q4 2019 and has held it in 27 quarters since. The position peaked at $677K in Q1 2021. 867 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Financial Perspectives held 1,172 shares of MongoDB worth $394K as of Q2 2026.
Financial Perspectives left its MongoDB share count unchanged in Q2 2026.
MongoDB made up 0.1% of Financial Perspectives's portfolio in Q2 2026, its #118 holding.
Financial Perspectives first reported a position in MongoDB in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's MongoDB position peaked at $677K in Q1 2021.
867 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.