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WJ Financial Advisors’s MongoDB MDB Stock Holding History

WJ Financial 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 		$1.86M Sell
5,539
-1,881
-25% -$564K 1.37% 20
2026
Q1 		$1.82M Buy
7,420
+3,893
+110% +$1.3M 1.47% 18
2025
Q4 		$1.48M Sell
3,527
-4,921
-58% -$1.79M 1.32% 22
2025
Q3 		$2.62M Buy
+8,448
New +$2.17M 2.54% 9

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

WJ Financial Advisors's MDB Position: Q2 2026 in Review

WJ Financial Advisors reduced its MongoDB (MDB) stake by 25% in Q2 2026, selling an estimated $564K and leaving 5,539 shares worth $1.86M. The position accounts for 1.37% of the portfolio, ranked #20.

WJ Financial Advisors first reported a position in MDB in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.62M in Q3 2025. 867 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • WJ Financial Advisors held 5,539 shares of MongoDB worth $1.86M as of Q2 2026.
  • WJ Financial Advisors sold 1,881 MongoDB shares in Q2 2026, an estimated $564K.
  • MongoDB made up 1.37% of WJ Financial Advisors's portfolio in Q2 2026, its #20 holding.
  • WJ Financial Advisors first reported a position in MongoDB in Q3 2025 and has held it in 4 quarters since.
  • WJ Financial Advisors's MongoDB position peaked at $2.62M in Q3 2025.
  • 867 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on WJ Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.