GC Wealth Management RIA’s MongoDB MDB Stock Holding History

GC Wealth Management RIA’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	$2.86M	Buy	8,512 +6,622	+350%	+$1.99M	0.16%	116
2026 Q1	$463K	Buy	1,890 +83	+5%	+$27.8K	0.02%	360
2025 Q4	$758K	Sell	1,807 -486	-21%	-$177K	0.03%	279
2025 Q3	$712K	Buy	+2,293	New	+$589K	0.02%	440

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 $3.38T AUM 44.17% 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

GC Wealth Management RIA's MDB Position: Q2 2026 in Review

GC Wealth Management RIA increased its MongoDB (MDB) stake by 350% in Q2 2026, buying an estimated $1.99M and bringing the position to 8,512 shares worth $2.86M. The position accounts for 0.16% of the portfolio, ranked #116.

GC Wealth Management RIA first reported a position in MDB in Q3 2025 and has held it in 4 quarters since. 873 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

GC Wealth Management RIA held 8,512 shares of MongoDB worth $2.86M as of Q2 2026.
GC Wealth Management RIA bought 6,622 MongoDB shares in Q2 2026, an estimated $1.99M.
MongoDB made up 0.16% of GC Wealth Management RIA's portfolio in Q2 2026, its #116 holding.
GC Wealth Management RIA first reported a position in MongoDB in Q3 2025 and has held it in 4 quarters since.
873 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.