TD Private Client Wealth’s MongoDB MDB Stock Holding History

TD Private Client Wealth’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	$2.04M	Buy	6,078 +2,969	+95%	+$890K	0.04%	262
2026 Q1	$761K	Sell	3,109 -97	-3%	-$32.4K	0.02%	413
2025 Q4	$1.35M	Buy	3,206 +3,089	+2,640%	+$1.12M	0.03%	312
2025 Q3	$36.3K	Buy	117 +113	+2,825%	+$29K	﹤0.01%	906
2025 Q2	$840	Sell	4 -2	-33%	-$370	﹤0.01%	1303
2025 Q1	$1.05K	Buy	6 +1	+20%	+$244	﹤0.01%	1287
2024 Q4	$1.16K	Sell	5 -35	-88%	-$9.88K	﹤0.01%	1244
2024 Q3	$10.8K	Sell	40 -9	-18%	-$2.34K	﹤0.01%	1046
2024 Q2	$12.2K	Buy	49 +44	+880%	+$13.9K	﹤0.01%	1013
2024 Q1	$1.79K	Buy	+5	New	+$2.04K	﹤0.01%	1139
2022 Q4	–	Sell	-2	Closed	-$397	–	1243
2022 Q3	$397	Hold	2	–	–	﹤0.01%	1197
2022 Q2	$519	Buy	+2	New	+$625	﹤0.01%	1200

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

TD Private Client Wealth's MDB Position: Q2 2026 in Review

TD Private Client Wealth increased its MongoDB (MDB) stake by 95% in Q2 2026, buying an estimated $890K and bringing the position to 6,078 shares worth $2.04M. The position accounts for 0.04% of the portfolio, ranked #262.

TD Private Client Wealth first reported a position in MDB in Q2 2022 and has held it in 12 quarters since. 869 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

TD Private Client Wealth held 6,078 shares of MongoDB worth $2.04M as of Q2 2026.
TD Private Client Wealth bought 2,969 MongoDB shares in Q2 2026, an estimated $890K.
MongoDB made up 0.04% of TD Private Client Wealth's portfolio in Q2 2026, its #262 holding.
TD Private Client Wealth first reported a position in MongoDB in Q2 2022 and has held it in 12 quarters since.
869 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.