Sequoia Financial Advisors’s MongoDB MDB Stock Holding History

Sequoia 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	$877K	Buy	2,610 +701	+37%	+$210K	﹤0.01%	1013
2026 Q1	$467K	Sell	1,909 -5	-0.3%	-$1.67K	﹤0.01%	1310
2025 Q4	$803K	Buy	1,914 +819	+75%	+$298K	﹤0.01%	999
2025 Q3	$340K	Buy	+1,095	New	+$281K	﹤0.01%	1331
2025 Q1	–	Sell	-1,328	Closed	-$309K	–	1432
2024 Q4	$309K	Buy	1,328 +211	+19%	+$59.6K	﹤0.01%	1011
2024 Q3	$302K	Buy	+1,117	New	+$290K	﹤0.01%	966
2024 Q2	–	Sell	-822	Closed	-$295K	–	1264
2024 Q1	$295K	Buy	822 +16	+2%	+$6.54K	﹤0.01%	870
2023 Q4	$330K	Buy	806 +207	+35%	+$78.5K	﹤0.01%	887
2023 Q3	$207K	Buy	599 +5	+0.8%	+$1.9K	﹤0.01%	854
2023 Q2	$244K	Buy	+594	New	+$173K	﹤0.01%	776

Other funds holding MDB

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sequoia Financial Advisors's MDB Position: Q2 2026 in Review

Sequoia Financial Advisors increased its MongoDB (MDB) stake by 37% in Q2 2026, buying an estimated $210K and bringing the position to 2,610 shares worth $877K. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

Sequoia Financial Advisors first reported a position in MDB in Q2 2023 and has held it in 10 quarters since. 867 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Sequoia Financial Advisors held 2,610 shares of MongoDB worth $877K as of Q2 2026.
Sequoia Financial Advisors bought 701 MongoDB shares in Q2 2026, an estimated $210K.
MongoDB made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1013 holding.
Sequoia Financial Advisors first reported a position in MongoDB in Q2 2023 and has held it in 10 quarters since.
867 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.