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JPL Wealth Management’s MongoDB MDB Stock Holding History

JPL 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 		$9.07K Sell
27
-9
-25% -$2.7K ﹤0.01% 619
2026
Q1 		$8.81K Buy
+36
New +$12K ﹤0.01% 560
2025
Q4 		– Sell
-29
Closed -$9K – 706
2025
Q3 		$9K Buy
+29
New +$7.46K ﹤0.01% 561

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

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

JPL Wealth Management reduced its MongoDB (MDB) stake by 25% in Q2 2026, selling an estimated $2.7K and leaving 27 shares worth $9.07K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

JPL Wealth Management first reported a position in MDB in Q3 2025 and has held it in 3 quarters since. 870 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • JPL Wealth Management held 27 shares of MongoDB worth $9.07K as of Q2 2026.
  • JPL Wealth Management sold 9 MongoDB shares in Q2 2026, an estimated $2.7K.
  • MongoDB made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #619 holding.
  • JPL Wealth Management first reported a position in MongoDB in Q3 2025 and has held it in 3 quarters since.
  • 870 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.