HighPoint Advisor Group’s MongoDB MDB Stock Holding History

HighPoint Advisor Group’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	$304K	Sell	904 -40	-4%	-$12K	0.01%	575
2026 Q1	$231K	Sell	944 -1,491	-61%	-$499K	0.01%	594
2025 Q4	$1.02M	Buy	2,435 +980	+67%	+$357K	0.02%	458
2025 Q3	$452K	Buy	1,455 +215	+17%	+$55.3K	0.02%	416
2025 Q2	$260K	Sell	1,240 -21	-2%	-$3.88K	0.01%	567
2025 Q1	$220K	Sell	1,261 -67	-5%	-$16.3K	0.01%	592
2024 Q4	$380K	Sell	1,328 -189	-12%	-$53.4K	0.02%	442
2024 Q3	$412K	Sell	1,517 -7	-0.5%	-$1.82K	0.02%	398
2024 Q2	$374K	Sell	1,524 -40	-3%	-$12.6K	0.02%	415
2024 Q1	$562K	Sell	1,564 -163	-9%	-$66.6K	0.04%	327
2023 Q4	$611K	Buy	+1,727	New	+$655K	0.04%	313
2022 Q2	$559K	Buy	+1,838	New	+$575K	0.06%	264
2021 Q3	$925K	Buy	+1,962	New	+$790K	0.09%	186

Other funds holding MDB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

HighPoint Advisor Group's MDB Position: Q2 2026 in Review

HighPoint Advisor Group reduced its MongoDB (MDB) stake by 4.2% in Q2 2026, selling an estimated $12K and leaving 904 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #575.

HighPoint Advisor Group first reported a position in MDB in Q3 2021 and has held it in 13 quarters since. The position peaked at $1.02M in Q4 2025. 867 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

HighPoint Advisor Group held 904 shares of MongoDB worth $304K as of Q2 2026.
HighPoint Advisor Group sold 40 MongoDB shares in Q2 2026, an estimated $12K.
MongoDB made up 0.01% of HighPoint Advisor Group's portfolio in Q2 2026, its #575 holding.
HighPoint Advisor Group first reported a position in MongoDB in Q3 2021 and has held it in 13 quarters since.
HighPoint Advisor Group's MongoDB position peaked at $1.02M in Q4 2025.
867 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.