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Strategic Wealth Partners’s MongoDB MDB Stock Holding History

Strategic Wealth Partners’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 		$43.3K Hold
129
– – ﹤0.01% 559
2026
Q1 		$31.6K Hold
129
– – ﹤0.01% 606
2025
Q4 		$54.1K Hold
129
– – ﹤0.01% 509
2025
Q3 		$40K Hold
129
– – ﹤0.01% 600
2025
Q2 		$27.1K Buy
+129
New +$23.8K ﹤0.01% 596

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

Strategic Wealth Partners's MDB Position: Q2 2026 in Review

Strategic Wealth Partners held its MongoDB (MDB) position steady in Q2 2026 at 129 shares worth $43.3K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Strategic Wealth Partners first reported a position in MDB in Q2 2025 and has held it in 5 quarters since. The position peaked at $54.1K in Q4 2025. 868 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Strategic Wealth Partners held 129 shares of MongoDB worth $43.3K as of Q2 2026.
  • Strategic Wealth Partners left its MongoDB share count unchanged in Q2 2026.
  • MongoDB made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #559 holding.
  • Strategic Wealth Partners first reported a position in MongoDB in Q2 2025 and has held it in 5 quarters since.
  • Strategic Wealth Partners's MongoDB position peaked at $54.1K in Q4 2025.
  • 868 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.