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True Wealth Design’s MongoDB MDB Stock Holding History

True Wealth Design’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 		$176K Sell
524
-6
-1% -$1.8K 0.04% 137
2026
Q1 		$130K Buy
530
+111
+26% +$37.1K 0.04% 159
2025
Q4 		$176K Buy
419
+36
+9% +$13.1K 0.05% 95
2025
Q3 		$119K Buy
383
+176
+85% +$45.2K 0.04% 130
2025
Q2 		$43.5K Buy
207
+191
+1,194% +$35.3K 0.02% 221
2025
Q1 		$2.81K Buy
16
+15
+1,500% +$3.65K ﹤0.01% 890
2024
Q4 		$233 Buy
+1
New +$282 ﹤0.01% 1198
2023
Q3 		– Sell
-1
Closed -$411 – 800
2023
Q2 		$411 Hold
1
– – ﹤0.01% 495
2023
Q1 		$234 Buy
+1
New +$210 ﹤0.01% 704

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

True Wealth Design's MDB Position: Q2 2026 in Review

True Wealth Design reduced its MongoDB (MDB) stake by 1.1% in Q2 2026, selling an estimated $1.8K and leaving 524 shares worth $176K. The position accounts for 0.04% of the portfolio, ranked #137.

True Wealth Design first reported a position in MDB in Q1 2023 and has held it in 9 quarters since. 868 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • True Wealth Design held 524 shares of MongoDB worth $176K as of Q2 2026.
  • True Wealth Design sold 6 MongoDB shares in Q2 2026, an estimated $1.8K.
  • MongoDB made up 0.04% of True Wealth Design's portfolio in Q2 2026, its #137 holding.
  • True Wealth Design first reported a position in MongoDB in Q1 2023 and has held it in 9 quarters since.
  • 868 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.