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Whipplewood Advisors’s MongoDB MDB Stock Holding History

Whipplewood 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 		$336 Sell
1
-31
-97% -$9.3K ﹤0.01% 619
2026
Q1 		$7.83K Buy
+32
New +$10.7K ﹤0.01% 532
2025
Q3 		– Sell
-20
Closed -$4.2K – 823
2025
Q2 		$4.2K Buy
20
+2
+11% +$370 ﹤0.01% 727
2025
Q1 		$2.46K Buy
18
+4
+29% +$975 ﹤0.01% 844
2024
Q4 		$3.26K Buy
+14
New +$3.95K ﹤0.01% 782

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

Whipplewood Advisors's MDB Position: Q2 2026 in Review

Whipplewood Advisors reduced its MongoDB (MDB) stake by 97% in Q2 2026, selling an estimated $9.3K and leaving 1 share worth $336. The position accounts for ﹤0.01% of the portfolio, ranked #619.

Whipplewood Advisors first reported a position in MDB in Q4 2024 and has held it in 5 quarters since. The position peaked at $7.83K in Q1 2026. 866 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Whipplewood Advisors held 1 share of MongoDB worth $336 as of Q2 2026.
  • Whipplewood Advisors sold 31 MongoDB shares in Q2 2026, an estimated $9.3K.
  • MongoDB made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #619 holding.
  • Whipplewood Advisors first reported a position in MongoDB in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's MongoDB position peaked at $7.83K in Q1 2026.
  • 866 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.