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ALPS Advisors’s MongoDB MDB Stock Holding History

ALPS 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 		$1.44M Sell
4,274
-1,779
-29% -$534K 0.01% 607
2026
Q1 		$1.48M Buy
6,053
+2,174
+56% +$727K 0.01% 463
2025
Q4 		$1.63M Sell
3,879
-1,662
-30% -$605K 0.01% 430
2025
Q3 		$1.72M Sell
5,541
-2,680
-33% -$689K 0.01% 416
2025
Q2 		$1.73M Buy
8,221
+174
+2% +$32.2K 0.01% 386
2025
Q1 		$1.41M Buy
8,047
+2,400
+43% +$585K 0.01% 402
2024
Q4 		$1.31M Buy
5,647
+890
+19% +$251K 0.01% 417
2024
Q3 		$1.29M Sell
4,757
-2,920
-38% -$759K 0.01% 436
2024
Q2 		$1.92M Buy
7,677
+2,607
+51% +$823K 0.01% 342
2024
Q1 		$1.82M Buy
5,070
+448
+10% +$183K 0.01% 370
2023
Q4 		$1.89M Sell
4,622
-489
-10% -$186K 0.01% 339
2023
Q3 		$1.77M Sell
5,111
-348
-6% -$132K 0.01% 341
2023
Q2 		$2.24M Sell
5,459
-3,044
-36% -$888K 0.02% 288
2023
Q1 		$1.98M Sell
8,503
-365
-4% -$76.6K 0.02% 291
2022
Q4 		$1.75M Sell
8,868
-775
-8% -$138K 0.02% 323
2022
Q3 		$1.92M Buy
9,643
+272
+3% +$79.4K 0.02% 319
2022
Q2 		$2.43M Buy
+9,371
New +$2.93M 0.02% 281

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

ALPS Advisors's MDB Position: Q2 2026 in Review

ALPS Advisors reduced its MongoDB (MDB) stake by 29% in Q2 2026, selling an estimated $534K and leaving 4,274 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #607.

ALPS Advisors first reported a position in MDB in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.43M in Q2 2022. 399 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • ALPS Advisors held 4,274 shares of MongoDB worth $1.44M as of Q2 2026.
  • ALPS Advisors sold 1,779 MongoDB shares in Q2 2026, an estimated $534K.
  • MongoDB made up 0.01% of ALPS Advisors's portfolio in Q2 2026, its #607 holding.
  • ALPS Advisors first reported a position in MongoDB in Q2 2022 and has held it in 17 quarters since.
  • ALPS Advisors's MongoDB position peaked at $2.43M in Q2 2022.
  • 399 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on ALPS Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.