Frank Rimerman Advisors’s MongoDB MDB Stock Holding History

Frank Rimerman Advisors’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	$414K	Buy	1,233 +12	+1%	+$3.6K	0.02%	450
2026 Q1	$299K	Sell	1,221 -1	-0.1%	-$334	0.02%	499
2025 Q4	$513K	Buy	1,222 +1	+0.1%	+$364	0.03%	377
2025 Q3	$379K	Buy	+1,221	New	+$314K	0.02%	423
2024 Q4	–	Sell	-1,899	Closed	-$513K	–	544
2024 Q3	$513K	Sell	1,899 -498	-21%	-$129K	0.04%	325
2024 Q2	$599K	Buy	+2,397	New	+$757K	0.04%	304

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

Frank Rimerman Advisors's MDB Position: Q2 2026 in Review

Frank Rimerman Advisors increased its MongoDB (MDB) stake by 0.98% in Q2 2026, buying an estimated $3.6K and bringing the position to 1,233 shares worth $414K. The position accounts for 0.02% of the portfolio, ranked #450.

Frank Rimerman Advisors first reported a position in MDB in Q2 2024 and has held it in 6 quarters since. The position peaked at $599K in Q2 2024. 867 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Frank Rimerman Advisors held 1,233 shares of MongoDB worth $414K as of Q2 2026.
Frank Rimerman Advisors bought 12 MongoDB shares in Q2 2026, an estimated $3.6K.
MongoDB made up 0.02% of Frank Rimerman Advisors's portfolio in Q2 2026, its #450 holding.
Frank Rimerman Advisors first reported a position in MongoDB in Q2 2024 and has held it in 6 quarters since.
Frank Rimerman Advisors's MongoDB position peaked at $599K in Q2 2024.
867 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.