Physician Wealth Advisors’s MongoDB MDB Stock Holding History

Physician 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	$15.5K	Buy	46 +13	+39%	+$3.9K	﹤0.01%	752
2026 Q1	$8.08K	Sell	33 -15	-31%	-$5.02K	﹤0.01%	861
2025 Q4	$20.1K	Buy	48 +17	+55%	+$6.18K	﹤0.01%	583
2025 Q3	$9.62K	Buy	31 +25	+417%	+$6.43K	﹤0.01%	750
2025 Q2	$1.26K	Buy	6 +1	+20%	+$185	﹤0.01%	1245
2025 Q1	$877	Buy	+5	New	+$1.22K	﹤0.01%	1179

Other funds holding MDB

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Physician Wealth Advisors increased its MongoDB (MDB) stake by 39% in Q2 2026, buying an estimated $3.9K and bringing the position to 46 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Physician Wealth Advisors first reported a position in MDB in Q1 2025 and has held it in 6 quarters since. The position peaked at $20.1K in Q4 2025. 298 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Physician Wealth Advisors held 46 shares of MongoDB worth $15.5K as of Q2 2026.
Physician Wealth Advisors bought 13 MongoDB shares in Q2 2026, an estimated $3.9K.
MongoDB made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #752 holding.
Physician Wealth Advisors first reported a position in MongoDB in Q1 2025 and has held it in 6 quarters since.
Physician Wealth Advisors's MongoDB position peaked at $20.1K in Q4 2025.
298 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.