HWM
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HighMark Wealth Management’s MongoDB MDB Stock Holding History

HighMark 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 		$7.72K Buy
23
+7
+44% +$2.1K ﹤0.01% 347
2026
Q1 		$3.92K Buy
+16
New +$5.35K ﹤0.01% 410
2024
Q3 		– Sell
-20
Closed -$5K – 612
2024
Q2 		$5K Hold
20
– – ﹤0.01% 389
2024
Q1 		$7.17K Hold
20
– – ﹤0.01% 337
2023
Q4 		$8.18K Hold
20
– – 0.01% 294
2023
Q3 		$6.92K Buy
+20
New +$7.59K 0.01% 305

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

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

HighMark Wealth Management increased its MongoDB (MDB) stake by 44% in Q2 2026, buying an estimated $2.1K and bringing the position to 23 shares worth $7.72K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

HighMark Wealth Management first reported a position in MDB in Q3 2023 and has held it in 6 quarters since. The position peaked at $8.18K in Q4 2023. 870 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • HighMark Wealth Management held 23 shares of MongoDB worth $7.72K as of Q2 2026.
  • HighMark Wealth Management bought 7 MongoDB shares in Q2 2026, an estimated $2.1K.
  • MongoDB made up ﹤0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #347 holding.
  • HighMark Wealth Management first reported a position in MongoDB in Q3 2023 and has held it in 6 quarters since.
  • HighMark Wealth Management's MongoDB position peaked at $8.18K in Q4 2023.
  • 870 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.