HighTower Advisors’s MongoDB MDB Stock Holding History

HighTower 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
2024 Q2	–	Sell	-600	Closed	-$104	–	3818
2024 Q1	$104	Buy	+600	New	+$245K	﹤0.01%	3584
2020 Q2	–	Sell	-700	Closed	-$13K	–	2494
2020 Q1	$13K	Buy	700 +400	+133%	+$59.1K	﹤0.01%	2107
2019 Q4	$3K	Sell	300 -1,100	-79%	-$144K	﹤0.01%	2240
2019 Q3	$31K	Buy	1,400 +1,200	+600%	+$173K	﹤0.01%	2248
2019 Q2	$6K	Buy	+200	New	+$29K	﹤0.01%	2313

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

HighTower Advisors's MDB Position: Q2 2026 in Review

HighTower Advisors reduced its MongoDB (MDB) stake by 1.6% in Q2 2026, selling an estimated $109K and leaving 22,976 shares worth $7.72M. The position accounts for 0.01% of the portfolio, ranked #1038.

HighTower Advisors first reported a position in MDB in Q1 2019 and has held it in 30 quarters since. The position peaked at $12.9M in Q4 2023. 870 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

HighTower Advisors held 22,976 shares of MongoDB worth $7.72M as of Q2 2026.
HighTower Advisors sold 364 MongoDB shares in Q2 2026, an estimated $109K.
MongoDB made up 0.01% of HighTower Advisors's portfolio in Q2 2026, its #1038 holding.
HighTower Advisors first reported a position in MongoDB in Q1 2019 and has held it in 30 quarters since.
HighTower Advisors's MongoDB position peaked at $12.9M in Q4 2023.
870 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.