NWAG
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Net Worth Advisory Group’s MongoDB MDB Stock Holding History

Net Worth Advisory Group’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 		– Sell
-1,488
Closed -$364K – 445
2026
Q1 		$364K Buy
+1,488
New +$498K 0.08% 260

Other funds holding MDB

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Net Worth Advisory Group's MDB Position: Q2 2026 in Review

Net Worth Advisory Group sold out of MongoDB (MDB) in Q2 2026, closing a stake of 1,488 shares — an estimated $364K sold.

Net Worth Advisory Group first reported a position in MDB in Q1 2026 and held it in 1 quarter. The position peaked at $364K in Q1 2026. 123 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Net Worth Advisory Group reported no remaining MongoDB position as of Q2 2026 after selling out during the quarter.
  • Net Worth Advisory Group sold 1,488 MongoDB shares in Q2 2026, an estimated $364K.
  • Net Worth Advisory Group first reported a position in MongoDB in Q1 2026 and held it in 1 quarter.
  • Net Worth Advisory Group's MongoDB position peaked at $364K in Q1 2026.
  • 123 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.