Plante Moran Financial Advisors’s MongoDB MDB Stock Holding History

Plante Moran Financial 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	$336	Buy	+1	New	+$300	﹤0.01%	1269
2025 Q4	–	Sell	-1	Closed	-$310	–	866
2025 Q3	$310	Buy	+1	New	+$257	﹤0.01%	752
2024 Q4	–	Sell	-28	Closed	-$7.57K	–	962
2024 Q3	$7.57K	Sell	28 -21	-43%	-$5.46K	﹤0.01%	633
2024 Q2	$12.2K	Buy	49 +19	+63%	+$6K	﹤0.01%	555
2024 Q1	$10.8K	Sell	30 -1	-3%	-$409	﹤0.01%	595
2023 Q4	$12.7K	Buy	+31	New	+$11.8K	﹤0.01%	522
2023 Q3	–	Sell	-8	Closed	-$3.29K	–	823
2023 Q2	$3.29K	Buy	+8	New	+$2.33K	﹤0.01%	657
2022 Q2	–	Sell	-75	Closed	-$33K	–	1021
2022 Q1	$33K	Sell	75 -15	-17%	-$5.87K	0.01%	397
2021 Q4	$48K	Hold	90	–	–	0.01%	372
2021 Q3	$42K	Hold	90	–	–	0.01%	415
2021 Q2	$33K	Buy	90 +75	+500%	+$23.2K	0.01%	454
2021 Q1	$4K	Buy	+15	New	+$5.31K	﹤0.01%	814
2020 Q4	–	Sell	-95	Closed	-$22K	–	942
2020 Q3	$22K	Buy	+95	New	+$20.6K	0.01%	477

Other funds holding MDB

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 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

Plante Moran Financial Advisors's MDB Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in MongoDB (MDB) in Q2 2026: 1 share worth $336. The stake represents ﹤0.01% of the portfolio and ranks #1269 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in MDB as recently as Q3 2025.

Plante Moran Financial Advisors first reported a position in MDB in Q3 2020 and has held it in 13 quarters since. The position peaked at $48K in Q4 2021. 415 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Plante Moran Financial Advisors held 1 share of MongoDB worth $336 as of Q2 2026.
MongoDB was a new Plante Moran Financial Advisors position in Q2 2026.
MongoDB made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1269 holding.
Plante Moran Financial Advisors first reported a position in MongoDB in Q3 2020 and has held it in 13 quarters since.
Plante Moran Financial Advisors's MongoDB position peaked at $48K in Q4 2021.
415 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.