Wealthfront Advisers
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Wealthfront Advisers’s MongoDB MDB Stock Holding History

Wealthfront Advisers’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 		$6.6M Buy
19,662
+11,748
+148% +$3.52M 0.01% 388
2026
Q1 		$1.94M Buy
7,914
+2,961
+60% +$990K ﹤0.01% 604
2025
Q4 		$2.08M Buy
4,953
+717
+17% +$261K ﹤0.01% 584
2025
Q3 		$1.31M Buy
4,236
+205
+5% +$52.7K ﹤0.01% 654
2025
Q2 		$846K Sell
4,031
-480
-11% -$88.7K ﹤0.01% 716
2025
Q1 		$791K Buy
4,511
+179
+4% +$43.6K ﹤0.01% 705
2024
Q4 		$1.01M Buy
4,332
+327
+8% +$92.3K ﹤0.01% 663
2024
Q3 		$1.08M Buy
4,005
+727
+22% +$189K ﹤0.01% 630
2024
Q2 		$819K Sell
3,278
-2,817
-46% -$890K ﹤0.01% 661
2024
Q1 		$2.19M Buy
6,095
+56
+0.9% +$22.9K 0.01% 465
2023
Q4 		$2.47M Buy
6,039
+2,035
+51% +$772K 0.01% 410
2023
Q3 		$1.38M Buy
4,004
+472
+13% +$179K 0.01% 497
2023
Q2 		$1.45M Buy
3,532
+1,306
+59% +$381K 0.01% 483
2023
Q1 		$519K Sell
2,226
-645
-22% -$135K ﹤0.01% 654
2022
Q4 		$565K Buy
+2,871
New +$511K ﹤0.01% 612
2022
Q3 		– Sell
-2,082
Closed -$540K – 778
2022
Q2 		$540K Buy
2,082
+793
+62% +$248K ﹤0.01% 577
2022
Q1 		$572K Sell
1,289
-3,522
-73% -$1.38M ﹤0.01% 606
2021
Q4 		$2.55M Buy
4,811
+2,697
+128% +$1.38M 0.01% 338
2021
Q3 		$997K Buy
2,114
+558
+36% +$225K ﹤0.01% 472
2021
Q2 		$563K Buy
+1,556
New +$481K ﹤0.01% 510

Other funds holding MDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthfront Advisers's MDB Position: Q2 2026 in Review

Wealthfront Advisers increased its MongoDB (MDB) stake by 148% in Q2 2026, buying an estimated $3.52M and bringing the position to 19,662 shares worth $6.6M. The position accounts for 0.01% of the portfolio, ranked #388.

Wealthfront Advisers first reported a position in MDB in Q2 2021 and has held it in 20 quarters since. 574 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Wealthfront Advisers held 19,662 shares of MongoDB worth $6.6M as of Q2 2026.
  • Wealthfront Advisers bought 11,748 MongoDB shares in Q2 2026, an estimated $3.52M.
  • MongoDB made up 0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #388 holding.
  • Wealthfront Advisers first reported a position in MongoDB in Q2 2021 and has held it in 20 quarters since.
  • 574 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.