MWM
MDB icon

Modern Wealth Management’s MongoDB MDB Stock Holding History

Modern 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 		$207K Buy
+615
New +$184K ﹤0.01% 1026

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

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

Modern Wealth Management opened a new position in MongoDB (MDB) in Q2 2026: 615 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #1026 among its holdings.

867 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Modern Wealth Management held 615 shares of MongoDB worth $207K as of Q2 2026.
  • MongoDB was a new Modern Wealth Management position in Q2 2026.
  • MongoDB made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #1026 holding.
  • 867 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

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