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Prospera Financial Services’s MongoDB MDB Stock Holding History

Prospera Financial Services’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 		$1.4M Buy
4,175
+814
+24% +$244K 0.02% 631
2026
Q1 		$823K Buy
3,361
+2,823
+525% +$944K 0.01% 800
2025
Q4 		$226K Sell
538
-476
-47% -$173K ﹤0.01% 1249
2025
Q3 		$315K Sell
1,014
-652
-39% -$168K 0.01% 1127
2025
Q2 		$350K Buy
1,666
+159
+11% +$29.4K 0.01% 1041
2025
Q1 		$264K Buy
1,507
+477
+46% +$116K 0.01% 1037
2024
Q4 		$240K Buy
1,030
+173
+20% +$48.9K 0.01% 1013
2024
Q3 		$232K Sell
857
-395
-32% -$103K 0.01% 1026
2024
Q2 		$313K Buy
1,252
+480
+62% +$152K 0.01% 901
2024
Q1 		$277K Sell
772
-43
-5% -$17.6K 0.01% 930
2023
Q4 		$333K Buy
815
+227
+39% +$86.1K 0.01% 799
2023
Q3 		$203K Sell
588
-61
-9% -$23.2K 0.01% 944
2023
Q2 		$267K Buy
+649
New +$189K 0.01% 848
2023
Q1 		– Sell
-1,108
Closed -$218K – 987
2022
Q4 		$218K Sell
1,108
-628
-36% -$112K 0.01% 821
2022
Q3 		$345K Sell
1,736
-806
-32% -$235K 0.02% 612
2022
Q2 		$660K Buy
2,542
+451
+22% +$141K 0.03% 453
2022
Q1 		$927K Buy
+2,091
New +$818K 0.04% 445
2020
Q4 		– Sell
-75
Closed -$17K – 1197
2020
Q3 		$17K Buy
+75
New +$16.3K 0.01% 944

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

Prospera Financial Services's MDB Position: Q2 2026 in Review

Prospera Financial Services increased its MongoDB (MDB) stake by 24% in Q2 2026, buying an estimated $244K and bringing the position to 4,175 shares worth $1.4M. The position accounts for 0.02% of the portfolio, ranked #631.

Prospera Financial Services first reported a position in MDB in Q3 2020 and has held it in 18 quarters since. 867 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Prospera Financial Services held 4,175 shares of MongoDB worth $1.4M as of Q2 2026.
  • Prospera Financial Services bought 814 MongoDB shares in Q2 2026, an estimated $244K.
  • MongoDB made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #631 holding.
  • Prospera Financial Services first reported a position in MongoDB in Q3 2020 and has held it in 18 quarters since.
  • 867 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.