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United Capital Financial Advisors’s MongoDB MDB Stock Holding History

United Capital Financial Advisors’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 		$1.33M Sell
3,957
-191
-5% -$57.3K 0.01% 704
2026
Q1 		$1.02M Buy
4,148
+379
+10% +$127K 0.01% 754
2025
Q4 		$1.58M Buy
3,769
+2,225
+144% +$810K 0.01% 595
2025
Q3 		$479K Buy
1,544
+66
+4% +$17K ﹤0.01% 874
2025
Q2 		$310K Sell
1,478
-213
-13% -$39.4K ﹤0.01% 911
2025
Q1 		$297K Sell
1,691
-274
-14% -$66.8K ﹤0.01% 891
2024
Q4 		$457K Sell
1,965
-3,468
-64% -$979K ﹤0.01% 756
2024
Q3 		$1.47M Sell
5,433
-38
-0.7% -$9.87K 0.01% 464
2024
Q2 		$1.37M Buy
5,471
+673
+14% +$213K 0.01% 467
2024
Q1 		$1.72M Sell
4,798
-557
-10% -$228K 0.01% 460
2023
Q4 		$2.19M Sell
5,355
-1,931
-27% -$733K 0.02% 401
2023
Q3 		$2.52M Buy
7,286
+3,716
+104% +$1.41M 0.02% 390
2023
Q2 		$1.47M Buy
+3,570
New +$1.04M 0.01% 484
2022
Q2 		– Sell
-577
Closed -$256K – 1166
2022
Q1 		$256K Buy
577
+26
+5% +$10.2K ﹤0.01% 1042
2021
Q4 		$292K Buy
551
+10
+2% +$5.12K ﹤0.01% 1035
2021
Q3 		$255K Sell
541
-149
-22% -$60K ﹤0.01% 1063
2021
Q2 		$249K Sell
690
-305
-31% -$94.3K ﹤0.01% 1078
2021
Q1 		$266K Sell
995
-6
-0.6% -$2.13K ﹤0.01% 1020
2020
Q4 		$359K Buy
+1,001
New +$280K ﹤0.01% 942
2020
Q3 		– Sell
-2,162
Closed -$489K – 1204
2020
Q2 		$489K Buy
2,162
+338
+19% +$62.6K ﹤0.01% 874
2020
Q1 		$249K Sell
1,824
-1,158
-39% -$171K ﹤0.01% 1016
2019
Q4 		$392K Sell
2,982
-17
-0.6% -$2.23K ﹤0.01% 1059
2019
Q3 		$361K Buy
2,999
+932
+45% +$135K ﹤0.01% 1037
2019
Q2 		$314K Buy
2,067
+351
+20% +$51K ﹤0.01% 1189
2019
Q1 		$252K Buy
+1,716
New +$176K ﹤0.01% 1191

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

United Capital Financial Advisors's MDB Position: Q2 2026 in Review

United Capital Financial Advisors reduced its MongoDB (MDB) stake by 4.6% in Q2 2026, selling an estimated $57.3K and leaving 3,957 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #704.

United Capital Financial Advisors first reported a position in MDB in Q1 2019 and has held it in 25 quarters since. The position peaked at $2.52M in Q3 2023. 867 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • United Capital Financial Advisors held 3,957 shares of MongoDB worth $1.33M as of Q2 2026.
  • United Capital Financial Advisors sold 191 MongoDB shares in Q2 2026, an estimated $57.3K.
  • MongoDB made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #704 holding.
  • United Capital Financial Advisors first reported a position in MongoDB in Q1 2019 and has held it in 25 quarters since.
  • United Capital Financial Advisors's MongoDB position peaked at $2.52M in Q3 2023.
  • 867 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.