TWM
MDB icon

Tanager Wealth Management’s MongoDB MDB Stock Holding History

Tanager 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 		– Sell
-945
Closed -$231K – 166
2026
Q1 		$231K Buy
945
+5
+0.5% +$1.67K 0.02% 132
2025
Q4 		$395K Buy
940
+13
+1% +$4.73K 0.04% 93
2025
Q3 		$288K Buy
+927
New +$238K 0.03% 103
2025
Q1 		– Sell
-958
Closed -$223K – 123
2024
Q4 		$223K Buy
958
+1
+0.1% +$282 0.03% 111
2024
Q3 		$259K Buy
957
+43
+5% +$11.2K 0.03% 92
2024
Q2 		$228K Hold
914
– – 0.03% 87
2024
Q1 		$328K Hold
914
– – 0.05% 68
2023
Q4 		$374K Hold
914
– – 0.07% 62
2023
Q3 		$316K Buy
+914
New +$347K 0.07% 60

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

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

Tanager Wealth Management sold out of MongoDB (MDB) in Q2 2026, closing a stake of 945 shares — an estimated $231K sold.

Tanager Wealth Management first reported a position in MDB in Q3 2023 and held it in 9 quarters. The position peaked at $395K in Q4 2025. 866 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Tanager Wealth Management reported no remaining MongoDB position as of Q2 2026 after selling out during the quarter.
  • Tanager Wealth Management sold 945 MongoDB shares in Q2 2026, an estimated $231K.
  • Tanager Wealth Management first reported a position in MongoDB in Q3 2023 and held it in 9 quarters.
  • Tanager Wealth Management's MongoDB position peaked at $395K in Q4 2025.
  • 866 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.