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Callan Family Office’s MongoDB MDB Stock Holding History

Callan Family Office’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 		$445K Sell
1,326
-33
-2% -$9.9K 0.01% 855
2026
Q1 		$333K Sell
1,359
-188
-12% -$62.9K 0.01% 895
2025
Q4 		$649K Buy
1,547
+350
+29% +$127K 0.01% 686
2025
Q3 		$372K Buy
1,197
+157
+15% +$40.4K 0.01% 632
2025
Q2 		$218K Buy
+1,040
New +$192K 0.01% 874

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 $3.38T AUM 44.17% 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

Callan Family Office's MDB Position: Q2 2026 in Review

Callan Family Office reduced its MongoDB (MDB) stake by 2.4% in Q2 2026, selling an estimated $9.9K and leaving 1,326 shares worth $445K. The position accounts for 0.01% of the portfolio, ranked #855.

Callan Family Office first reported a position in MDB in Q2 2025 and has held it in 5 quarters since. The position peaked at $649K in Q4 2025. 873 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Callan Family Office held 1,326 shares of MongoDB worth $445K as of Q2 2026.
  • Callan Family Office sold 33 MongoDB shares in Q2 2026, an estimated $9.9K.
  • MongoDB made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #855 holding.
  • Callan Family Office first reported a position in MongoDB in Q2 2025 and has held it in 5 quarters since.
  • Callan Family Office's MongoDB position peaked at $649K in Q4 2025.
  • 873 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.