JTWM
MDB icon

Jackson Thornton Wealth Management’s MongoDB MDB Stock Holding History

Jackson Thornton 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 		$417K Buy
1,241
+97
+8% +$29.1K 0.03% 187
2026
Q1 		$258K Buy
1,144
+132
+13% +$44.2K 0.02% 222
2025
Q4 		$441K Sell
1,012
-25
-2% -$9.1K 0.04% 128
2025
Q3 		$339K Buy
+1,037
New +$267K 0.03% 160

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

Jackson Thornton Wealth Management's MDB Position: Q2 2026 in Review

Jackson Thornton Wealth Management increased its MongoDB (MDB) stake by 8.5% in Q2 2026, buying an estimated $29.1K and bringing the position to 1,241 shares worth $417K. The position accounts for 0.03% of the portfolio, ranked #187.

Jackson Thornton Wealth Management first reported a position in MDB in Q3 2025 and has held it in 4 quarters since. The position peaked at $441K in Q4 2025. 870 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Jackson Thornton Wealth Management held 1,241 shares of MongoDB worth $417K as of Q2 2026.
  • Jackson Thornton Wealth Management bought 97 MongoDB shares in Q2 2026, an estimated $29.1K.
  • MongoDB made up 0.03% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #187 holding.
  • Jackson Thornton Wealth Management first reported a position in MongoDB in Q3 2025 and has held it in 4 quarters since.
  • Jackson Thornton Wealth Management's MongoDB position peaked at $441K in Q4 2025.
  • 870 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.