Shelton Wealth Management’s MongoDB MDB Stock Holding History

Shelton Wealth 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	$1.27M	Buy	3,782 +1,542	+69%	+$462K	0.5%	72
2026 Q1	$548K	Buy	+2,240	New	+$749K	0.24%	96

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

Shelton Wealth Management's MDB Position: Q2 2026 in Review

Shelton Wealth Management increased its MongoDB (MDB) stake by 69% in Q2 2026, buying an estimated $462K and bringing the position to 3,782 shares worth $1.27M. The position accounts for 0.5% of the portfolio, ranked #72.

Shelton Wealth Management first reported a position in MDB in Q1 2026 and has held it in 2 quarters since. 870 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Shelton Wealth Management held 3,782 shares of MongoDB worth $1.27M as of Q2 2026.
Shelton Wealth Management bought 1,542 MongoDB shares in Q2 2026, an estimated $462K.
MongoDB made up 0.5% of Shelton Wealth Management's portfolio in Q2 2026, its #72 holding.
Shelton Wealth Management first reported a position in MongoDB in Q1 2026 and has held it in 2 quarters since.
870 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

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