Vestmark Advisory Solutions’s MongoDB MDB Stock Holding History

Vestmark Advisory Solutions’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	$4.1M	Buy	12,212 +5,776	+90%	+$1.73M	0.04%	450
2026 Q1	$1.58M	Buy	+6,436	New	+$2.15M	0.02%	722
2023 Q3	–	Sell	-558	Closed	-$229K	–	704
2023 Q2	$229K	Buy	+558	New	+$163K	0.01%	793
2022 Q2	–	Sell	-498	Closed	-$221K	–	898
2022 Q1	$221K	Buy	+498	New	+$195K	0.01%	823

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

Vestmark Advisory Solutions's MDB Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its MongoDB (MDB) stake by 90% in Q2 2026, buying an estimated $1.73M and bringing the position to 12,212 shares worth $4.1M. The position accounts for 0.04% of the portfolio, ranked #450.

Vestmark Advisory Solutions first reported a position in MDB in Q1 2022 and has held it in 4 quarters since. 868 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Vestmark Advisory Solutions held 12,212 shares of MongoDB worth $4.1M as of Q2 2026.
Vestmark Advisory Solutions bought 5,776 MongoDB shares in Q2 2026, an estimated $1.73M.
MongoDB made up 0.04% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #450 holding.
Vestmark Advisory Solutions first reported a position in MongoDB in Q1 2022 and has held it in 4 quarters since.
868 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.