NWM
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Navigoe Wealth Management’s MongoDB MDB Stock Holding History

Navigoe 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 		$0 Buy
+1
New +$300 ﹤0.01% 861
2026
Q1 		– Sell
-76
Closed -$31K – 240
2025
Q4 		$31K Hold
76
– – 0.02% 96
2025
Q3 		$23K Buy
+76
New +$19.5K 0.01% 104

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

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

Navigoe Wealth Management opened a new position in MongoDB (MDB) in Q2 2026: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #861 among its holdings. This is a return to the name: Navigoe Wealth Management previously reported a position in MDB as recently as Q4 2025.

Navigoe Wealth Management first reported a position in MDB in Q3 2025 and has held it in 3 quarters since. The position peaked at $31K in Q4 2025. 866 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Navigoe Wealth Management held 1 share of MongoDB worth $0 as of Q2 2026.
  • MongoDB was a new Navigoe Wealth Management position in Q2 2026.
  • MongoDB made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #861 holding.
  • Navigoe Wealth Management first reported a position in MongoDB in Q3 2025 and has held it in 3 quarters since.
  • Navigoe Wealth Management's MongoDB position peaked at $31K in Q4 2025.
  • 866 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.