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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
2025
Q1 		– Sell
-500
Closed -$116K – 1256
2024
Q4 		$116K Buy
+500
New +$141K ﹤0.01% 1018

Other funds holding MDB

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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. 243 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.
  • 243 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.