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HB Wealth Management’s MongoDB MDB Stock Holding History

HB Wealth Management’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 		$859K Buy
2,558
+573
+29% +$172K ﹤0.01% 809
2026
Q1 		$486K Buy
1,985
+865
+77% +$289K ﹤0.01% 992
2025
Q4 		$470K Buy
1,120
+178
+19% +$64.8K ﹤0.01% 929
2025
Q3 		$292K Buy
+942
New +$242K ﹤0.01% 1090
2025
Q1 		– Sell
-1,773
Closed -$413K – 1257
2024
Q4 		$413K Buy
+1,773
New +$501K ﹤0.01% 689
2024
Q2 		– Sell
-821
Closed -$294K – 949
2024
Q1 		$294K Buy
821
+16
+2% +$6.54K ﹤0.01% 664
2023
Q4 		$329K Buy
805
+165
+26% +$62.6K ﹤0.01% 580
2023
Q3 		$221K Buy
640
+60
+10% +$22.8K ﹤0.01% 672
2023
Q2 		$238K Buy
+580
New +$169K ﹤0.01% 619

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

HB Wealth Management's MDB Position: Q2 2026 in Review

HB Wealth Management increased its MongoDB (MDB) stake by 29% in Q2 2026, buying an estimated $172K and bringing the position to 2,558 shares worth $859K. The position accounts for ﹤0.01% of the portfolio, ranked #809.

HB Wealth Management first reported a position in MDB in Q2 2023 and has held it in 9 quarters since. 867 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • HB Wealth Management held 2,558 shares of MongoDB worth $859K as of Q2 2026.
  • HB Wealth Management bought 573 MongoDB shares in Q2 2026, an estimated $172K.
  • MongoDB made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #809 holding.
  • HB Wealth Management first reported a position in MongoDB in Q2 2023 and has held it in 9 quarters since.
  • 867 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.