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Wealth Preservation Advisors’s MongoDB MDB Stock Holding History

Wealth Preservation 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 		– Sell
-59
Closed -$14.4K – 581
2026
Q1 		$14.4K Buy
+59
New +$19.7K 0.01% 359
2025
Q2 		– Sell
-3
Closed -$526 – 608
2025
Q1 		$526 Buy
+3
New +$731 ﹤0.01% 531

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

Wealth Preservation Advisors's MDB Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of MongoDB (MDB) in Q2 2026, closing a stake of 59 shares — an estimated $14.4K sold.

Wealth Preservation Advisors first reported a position in MDB in Q1 2025 and held it in 2 quarters. The position peaked at $14.4K in Q1 2026. 868 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining MongoDB position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 59 MongoDB shares in Q2 2026, an estimated $14.4K.
  • Wealth Preservation Advisors first reported a position in MongoDB in Q1 2025 and held it in 2 quarters.
  • Wealth Preservation Advisors's MongoDB position peaked at $14.4K in Q1 2026.
  • 868 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.