Loring Wolcott & Coolidge Fiduciary Advisors’s MongoDB MDB Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$128K	Hold	380	–	–	﹤0.01%	365
2026 Q1	$85.9K	Hold	380	–	–	﹤0.01%	393
2025 Q4	$157K	Hold	380	–	–	﹤0.01%	341
2025 Q3	$125K	Hold	380	–	–	﹤0.01%	360
2025 Q2	$79.8K	Hold	380	–	–	﹤0.01%	362
2025 Q1	$61.8K	Hold	380	–	–	﹤0.01%	370
2024 Q4	$101K	Hold	380	–	–	﹤0.01%	338
2024 Q3	$100K	Hold	380	–	–	﹤0.01%	339
2024 Q2	$98.1K	Hold	380	–	–	﹤0.01%	337
2024 Q1	$129K	Hold	380	–	–	﹤0.01%	310
2023 Q4	$152K	Hold	380	–	–	﹤0.01%	304
2023 Q3	$125K	Hold	380	–	–	﹤0.01%	328
2023 Q2	$156K	Hold	380	–	–	﹤0.01%	315
2023 Q1	$88.6K	Hold	380	–	–	﹤0.01%	355
2022 Q4	$74.8K	Sell	380 -30	-7%	-$5.34K	﹤0.01%	364
2022 Q3	$81K	Hold	410	–	–	﹤0.01%	370
2022 Q2	$106K	Hold	410	–	–	﹤0.01%	353
2022 Q1	$182K	Sell	410 -9	-2%	-$3.52K	﹤0.01%	313
2021 Q4	$222K	Hold	419	–	–	﹤0.01%	301
2021 Q3	$198K	Hold	419	–	–	﹤0.01%	311
2021 Q2	$151K	Buy	+419	New	+$130K	﹤0.01%	356
2021 Q1	–	Sell	-410	Closed	-$147K	–	541
2020 Q4	$147K	Hold	410	–	–	﹤0.01%	306
2020 Q3	$95K	Hold	410	–	–	﹤0.01%	333
2020 Q2	$93K	Hold	410	–	–	﹤0.01%	317
2020 Q1	$56K	Hold	410	–	–	﹤0.01%	364
2019 Q4	$54K	Hold	410	–	–	﹤0.01%	408
2019 Q3	$49K	Buy	410 +15	+4%	+$2.17K	﹤0.01%	409
2019 Q2	$60K	Buy	+395	New	+$57.3K	﹤0.01%	388

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 $3.38T AUM 44.17% 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

Loring Wolcott & Coolidge Fiduciary Advisors's MDB Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its MongoDB (MDB) position steady in Q2 2026 at 380 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #365.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in MDB in Q2 2019 and has held it in 28 quarters since. The position peaked at $222K in Q4 2021. 873 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 380 shares of MongoDB worth $128K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its MongoDB share count unchanged in Q2 2026.
MongoDB made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #365 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in MongoDB in Q2 2019 and has held it in 28 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's MongoDB position peaked at $222K in Q4 2021.
873 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.