GI
MDB icon

Gradient Investments’s MongoDB MDB Stock Holding History

Gradient Investments’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 		$2.27M Sell
6,769
-1,330
-16% -$399K 0.03% 256
2026
Q1 		$1.98M Buy
+8,099
New +$2.71M 0.03% 251
2024
Q3 		– Sell
-10
Closed -$2.5K – 899
2024
Q2 		$2.5K Buy
10
+8
+400% +$2.53K ﹤0.01% 954
2024
Q1 		$717 Sell
2
-2
-50% -$817 ﹤0.01% 965
2023
Q4 		$1.64K Hold
4
– – ﹤0.01% 1286
2023
Q3 		$1.38K Hold
4
– – ﹤0.01% 1279
2023
Q2 		$1.64K Buy
+4
New +$1.17K ﹤0.01% 1204
2019
Q4 		– Sell
-110
Closed -$13K – 1174
2019
Q3 		$13K Hold
110
– – ﹤0.01% 610
2019
Q2 		$17K Buy
+110
New +$16K ﹤0.01% 540

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

Gradient Investments's MDB Position: Q2 2026 in Review

Gradient Investments reduced its MongoDB (MDB) stake by 16% in Q2 2026, selling an estimated $399K and leaving 6,769 shares worth $2.27M. The position accounts for 0.03% of the portfolio, ranked #256.

Gradient Investments first reported a position in MDB in Q2 2019 and has held it in 9 quarters since. 867 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Gradient Investments held 6,769 shares of MongoDB worth $2.27M as of Q2 2026.
  • Gradient Investments sold 1,330 MongoDB shares in Q2 2026, an estimated $399K.
  • MongoDB made up 0.03% of Gradient Investments's portfolio in Q2 2026, its #256 holding.
  • Gradient Investments first reported a position in MongoDB in Q2 2019 and has held it in 9 quarters since.
  • 867 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.