VestGen Advisors’s MongoDB MDB Stock Holding History

VestGen 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	$203K	Sell	605 -220	-27%	-$66K	0.01%	1032
2026 Q1	$255K	Buy	+825	New	+$276K	0.01%	910

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

VestGen Advisors's MDB Position: Q2 2026 in Review

VestGen Advisors reduced its MongoDB (MDB) stake by 27% in Q2 2026, selling an estimated $66K and leaving 605 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #1032.

VestGen Advisors first reported a position in MDB in Q1 2026 and has held it in 2 quarters since. The position peaked at $255K in Q1 2026. 870 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

VestGen Advisors held 605 shares of MongoDB worth $203K as of Q2 2026.
VestGen Advisors sold 220 MongoDB shares in Q2 2026, an estimated $66K.
MongoDB made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #1032 holding.
VestGen Advisors first reported a position in MongoDB in Q1 2026 and has held it in 2 quarters since.
VestGen Advisors's MongoDB position peaked at $255K in Q1 2026.
870 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.