Anchor Investment Management’s MongoDB MDB Stock Holding History

Anchor Investment Management’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	$1.34K	Buy	+4	New	+$1.2K	﹤0.01%	1132
2024 Q2	–	Sell	-1	Closed	-$359	–	1041
2024 Q1	$359	Hold	1	–	–	﹤0.01%	1012
2023 Q4	$409	Hold	1	–	–	﹤0.01%	938
2023 Q3	$346	Hold	1	–	–	﹤0.01%	959
2023 Q2	$411	Sell	1 -999	-100%	-$291K	﹤0.01%	945
2023 Q1	$233K	Hold	1,000	–	–	0.03%	320
2022 Q4	$197K	Hold	1,000	–	–	0.03%	338
2022 Q3	$199K	Hold	1,000	–	–	0.03%	340
2022 Q2	$260K	Hold	1,000	–	–	0.04%	312
2022 Q1	$444K	Buy	1,000 +100	+11%	+$39.1K	0.06%	263
2021 Q4	$476K	Buy	+900	New	+$461K	0.06%	255

Other funds holding MDB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Anchor Investment Management's MDB Position: Q2 2026 in Review

Anchor Investment Management opened a new position in MongoDB (MDB) in Q2 2026: 4 shares worth $1.34K. The stake represents ﹤0.01% of the portfolio and ranks #1132 among its holdings. This is a return to the name: Anchor Investment Management previously reported a position in MDB as recently as Q1 2024.

Anchor Investment Management first reported a position in MDB in Q4 2021 and has held it in 11 quarters since. The position peaked at $476K in Q4 2021. 872 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Anchor Investment Management held 4 shares of MongoDB worth $1.34K as of Q2 2026.
MongoDB was a new Anchor Investment Management position in Q2 2026.
MongoDB made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #1132 holding.
Anchor Investment Management first reported a position in MongoDB in Q4 2021 and has held it in 11 quarters since.
Anchor Investment Management's MongoDB position peaked at $476K in Q4 2021.
872 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.