PWAM
MDB icon

Private Wealth Asset Management’s MongoDB MDB Stock Holding History

Private Wealth Asset 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 		$14.1K Hold
42
– – ﹤0.01% 643
2026
Q1 		$10.3K Hold
42
– – ﹤0.01% 693
2025
Q4 		$17.6K Hold
42
– – ﹤0.01% 579
2025
Q3 		$13K Hold
42
– – ﹤0.01% 591
2025
Q2 		$8.82K Sell
42
-4
-9% -$739 ﹤0.01% 686
2025
Q1 		$8.07K Buy
+46
New +$11.2K ﹤0.01% 657

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

Private Wealth Asset Management's MDB Position: Q2 2026 in Review

Private Wealth Asset Management held its MongoDB (MDB) position steady in Q2 2026 at 42 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

Private Wealth Asset Management first reported a position in MDB in Q1 2025 and has held it in 6 quarters since. The position peaked at $17.6K in Q4 2025. 866 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Private Wealth Asset Management held 42 shares of MongoDB worth $14.1K as of Q2 2026.
  • Private Wealth Asset Management left its MongoDB share count unchanged in Q2 2026.
  • MongoDB made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #643 holding.
  • Private Wealth Asset Management first reported a position in MongoDB in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Asset Management's MongoDB position peaked at $17.6K in Q4 2025.
  • 866 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.