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Private Wealth Management Group’s MongoDB MDB Stock Holding History

Private Wealth Management 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 		$5.71K Hold
17
– – ﹤0.01% 799
2026
Q1 		$4.16K Buy
+17
New +$5.69K ﹤0.01% 843
2025
Q3 		– Sell
-20
Closed -$4.2K – 1516
2025
Q2 		$4.2K Hold
20
– – ﹤0.01% 828
2025
Q1 		$3.51K Hold
20
– – ﹤0.01% 864
2024
Q4 		$4.66K Hold
20
– – ﹤0.01% 771
2024
Q3 		$5.41K Hold
20
– – ﹤0.01% 700
2024
Q2 		$5K Hold
20
– – ﹤0.01% 702
2024
Q1 		$7.17K Buy
+20
New +$8.17K ﹤0.01% 510

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 Management Group's MDB Position: Q2 2026 in Review

Private Wealth Management Group held its MongoDB (MDB) position steady in Q2 2026 at 17 shares worth $5.71K. The position accounts for ﹤0.01% of the portfolio, ranked #799.

Private Wealth Management Group first reported a position in MDB in Q1 2024 and has held it in 8 quarters since. The position peaked at $7.17K in Q1 2024. 866 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Private Wealth Management Group held 17 shares of MongoDB worth $5.71K as of Q2 2026.
  • Private Wealth Management Group left its MongoDB share count unchanged in Q2 2026.
  • MongoDB made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #799 holding.
  • Private Wealth Management Group first reported a position in MongoDB in Q1 2024 and has held it in 8 quarters since.
  • Private Wealth Management Group's MongoDB position peaked at $7.17K in Q1 2024.
  • 866 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.