OneDigital Investment Advisors’s MongoDB MDB Stock Holding History

OneDigital Investment 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	$1.19M	Buy	+3,544	New	+$1.06M	0.01%	677
2026 Q1	–	Sell	-864	Closed	-$363K	–	1556
2025 Q4	$363K	Buy	864 +39	+5%	+$14.2K	﹤0.01%	1109
2025 Q3	$256K	Sell	825 -275	-25%	-$70.7K	﹤0.01%	1280
2025 Q2	$231K	Buy	+1,100	New	+$203K	﹤0.01%	1312
2025 Q1	–	Sell	-1,044	Closed	-$243K	–	1465
2024 Q4	$243K	Buy	1,044 +39	+4%	+$11K	﹤0.01%	1237
2024 Q3	$272K	Buy	1,005 +153	+18%	+$39.7K	﹤0.01%	1211
2024 Q2	$213K	Buy	+852	New	+$269K	﹤0.01%	1263
2018 Q4	–	Sell	-800	Closed	-$65K	–	1223
2018 Q3	$65K	Buy	+800	New	+$53.3K	0.02%	351

Other funds holding MDB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

OneDigital Investment Advisors's MDB Position: Q2 2026 in Review

OneDigital Investment Advisors opened a new position in MongoDB (MDB) in Q2 2026: 3,544 shares worth $1.19M. The stake represents 0.01% of the portfolio and ranks #677 among its holdings. This is a return to the name: OneDigital Investment Advisors previously reported a position in MDB as recently as Q4 2025.

OneDigital Investment Advisors first reported a position in MDB in Q3 2018 and has held it in 8 quarters since. 873 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

OneDigital Investment Advisors held 3,544 shares of MongoDB worth $1.19M as of Q2 2026.
MongoDB was a new OneDigital Investment Advisors position in Q2 2026.
MongoDB made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #677 holding.
OneDigital Investment Advisors first reported a position in MongoDB in Q3 2018 and has held it in 8 quarters since.
873 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.