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Medallion Wealth Advisors’s MongoDB MDB Stock Holding History

Medallion 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 		$16.1K Hold
48
– – 0.01% 669
2026
Q1 		$11.7K Hold
48
– – ﹤0.01% 740
2025
Q4 		$20.1K Hold
48
– – 0.01% 642
2025
Q3 		$14.9K Buy
+48
New +$12.3K 0.01% 684

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

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

Medallion Wealth Advisors held its MongoDB (MDB) position steady in Q2 2026 at 48 shares worth $16.1K. The position accounts for 0.01% of the portfolio, ranked #669.

Medallion Wealth Advisors first reported a position in MDB in Q3 2025 and has held it in 4 quarters since. The position peaked at $20.1K in Q4 2025. 872 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Medallion Wealth Advisors held 48 shares of MongoDB worth $16.1K as of Q2 2026.
  • Medallion Wealth Advisors left its MongoDB share count unchanged in Q2 2026.
  • MongoDB made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #669 holding.
  • Medallion Wealth Advisors first reported a position in MongoDB in Q3 2025 and has held it in 4 quarters since.
  • Medallion Wealth Advisors's MongoDB position peaked at $20.1K in Q4 2025.
  • 872 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

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