Atria Investments’s MongoDB MDB Stock Holding History

Atria Investments’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	$1.31M	Buy	3,893 +496	+15%	+$149K	0.01%	975
2026 Q1	$831K	Buy	3,397 +1,853	+120%	+$620K	0.01%	1162
2025 Q4	$648K	Buy	1,544 +852	+123%	+$310K	0.01%	1298
2025 Q3	$215K	Buy	+692	New	+$178K	﹤0.01%	1908
2025 Q2	–	Sell	-1,685	Closed	-$296K	–	2046
2025 Q1	$296K	Buy	1,685 +196	+13%	+$47.8K	﹤0.01%	1628
2024 Q4	$347K	Sell	1,489 -686	-32%	-$194K	﹤0.01%	1523
2024 Q3	$588K	Buy	2,175 +135	+7%	+$35.1K	0.01%	1245
2024 Q2	$510K	Sell	2,040 -1,219	-37%	-$385K	0.01%	1289
2024 Q1	$1.17M	Buy	3,259 +39	+1%	+$15.9K	0.02%	888
2023 Q4	$1.32M	Buy	+3,220	New	+$1.22M	0.02%	778
2023 Q3	–	Sell	-2,788	Closed	-$1.15M	–	874
2023 Q2	$1.15M	Buy	+2,788	New	+$813K	0.02%	776

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 $3.38T AUM 44.17% 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

Atria Investments's MDB Position: Q2 2026 in Review

Atria Investments increased its MongoDB (MDB) stake by 15% in Q2 2026, buying an estimated $149K and bringing the position to 3,893 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #975.

Atria Investments first reported a position in MDB in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.32M in Q4 2023. 873 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Atria Investments held 3,893 shares of MongoDB worth $1.31M as of Q2 2026.
Atria Investments bought 496 MongoDB shares in Q2 2026, an estimated $149K.
MongoDB made up 0.01% of Atria Investments's portfolio in Q2 2026, its #975 holding.
Atria Investments first reported a position in MongoDB in Q2 2023 and has held it in 11 quarters since.
Atria Investments's MongoDB position peaked at $1.32M in Q4 2023.
873 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.