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JFS Wealth Advisors’s MongoDB MDB Stock Holding History

JFS Wealth 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 		$8.4K Buy
25
+7
+39% +$2.1K ﹤0.01% 1083
2026
Q1 		$4.41K Sell
18
-5
-22% -$1.67K ﹤0.01% 1239
2025
Q4 		$9.65K Buy
23
+13
+130% +$4.73K ﹤0.01% 992
2025
Q3 		$3.1K Buy
10
+5
+100% +$1.28K ﹤0.01% 1306
2025
Q2 		$1.05K Sell
5
-5
-50% -$924 ﹤0.01% 1558
2025
Q1 		$1.75K Buy
10
+1
+11% +$244 ﹤0.01% 1509
2024
Q4 		$2.1K Hold
9
– – ﹤0.01% 1460
2024
Q3 		$2.43K Hold
9
– – ﹤0.01% 1401
2024
Q2 		$2.25K Sell
9
-2
-18% -$632 ﹤0.01% 1391
2024
Q1 		$3.95K Hold
11
– – ﹤0.01% 1186
2023
Q4 		$4.5K Hold
11
– – ﹤0.01% 1103
2023
Q3 		$3.81K Buy
11
+2
+22% +$759 ﹤0.01% 1110
2023
Q2 		$3.7K Hold
9
– – ﹤0.01% 1141
2023
Q1 		$2.1K Buy
9
+6
+200% +$1.26K ﹤0.01% 1342
2022
Q4 		$591 Sell
3
-56
-95% -$9.97K ﹤0.01% 1712
2022
Q3 		$12K Buy
59
+4
+7% +$1.17K ﹤0.01% 682
2022
Q2 		$14K Sell
55
-14
-20% -$4.38K ﹤0.01% 668
2022
Q1 		$31K Buy
69
+15
+28% +$5.87K ﹤0.01% 515
2021
Q4 		$29K Buy
54
+4
+8% +$2.05K ﹤0.01% 507
2021
Q3 		$24K Buy
+50
New +$20.1K ﹤0.01% 517

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

JFS Wealth Advisors's MDB Position: Q2 2026 in Review

JFS Wealth Advisors increased its MongoDB (MDB) stake by 39% in Q2 2026, buying an estimated $2.1K and bringing the position to 25 shares worth $8.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1083.

JFS Wealth Advisors first reported a position in MDB in Q3 2021 and has held it in 20 quarters since. The position peaked at $31K in Q1 2022. 866 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • JFS Wealth Advisors held 25 shares of MongoDB worth $8.4K as of Q2 2026.
  • JFS Wealth Advisors bought 7 MongoDB shares in Q2 2026, an estimated $2.1K.
  • MongoDB made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1083 holding.
  • JFS Wealth Advisors first reported a position in MongoDB in Q3 2021 and has held it in 20 quarters since.
  • JFS Wealth Advisors's MongoDB position peaked at $31K in Q1 2022.
  • 866 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.