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HFM Investment Advisors’s MongoDB MDB Stock Holding History

HFM Investment 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 		$2.35K Buy
7
+5
+250% +$1.5K ﹤0.01% 393
2026
Q1 		$490 Sell
2
-3
-60% -$1K ﹤0.01% 687
2025
Q4 		$2.1K Buy
5
+3
+150% +$1.09K ﹤0.01% 284
2025
Q3 		$621 Buy
+2
New +$514 ﹤0.01% 566

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

HFM Investment Advisors's MDB Position: Q2 2026 in Review

HFM Investment Advisors increased its MongoDB (MDB) stake by 250% in Q2 2026, buying an estimated $1.5K and bringing the position to 7 shares worth $2.35K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

HFM Investment Advisors first reported a position in MDB in Q3 2025 and has held it in 4 quarters since. 866 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • HFM Investment Advisors held 7 shares of MongoDB worth $2.35K as of Q2 2026.
  • HFM Investment Advisors bought 5 MongoDB shares in Q2 2026, an estimated $1.5K.
  • MongoDB made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #393 holding.
  • HFM Investment Advisors first reported a position in MongoDB in Q3 2025 and has held it in 4 quarters since.
  • 866 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.