MWM
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Mascoma Wealth Management’s MongoDB MDB Stock Holding History

Mascoma 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 		$5.04K Hold
15
– – ﹤0.01% 379
2026
Q1 		$3.67K Hold
15
– – ﹤0.01% 387
2025
Q4 		$6.29K Hold
15
– – ﹤0.01% 350
2025
Q3 		$4.66K Hold
15
– – ﹤0.01% 381
2025
Q2 		$3.15K Hold
15
– – ﹤0.01% 416
2025
Q1 		$2.63K Buy
+15
New +$3.65K ﹤0.01% 443

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

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

Mascoma Wealth Management held its MongoDB (MDB) position steady in Q2 2026 at 15 shares worth $5.04K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

Mascoma Wealth Management first reported a position in MDB in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.29K in Q4 2025. 866 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Mascoma Wealth Management held 15 shares of MongoDB worth $5.04K as of Q2 2026.
  • Mascoma Wealth Management left its MongoDB share count unchanged in Q2 2026.
  • MongoDB made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #379 holding.
  • Mascoma Wealth Management first reported a position in MongoDB in Q1 2025 and has held it in 6 quarters since.
  • Mascoma Wealth Management's MongoDB position peaked at $6.29K in Q4 2025.
  • 866 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.