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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Callan Family Office's MDB Position: Q1 2026 in Review

Callan Family Office reduced its MongoDB (MDB) stake by 12% in Q1 2026, selling an estimated $62.9K and leaving 1,359 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #895.

Callan Family Office first reported a position in MDB in Q2 2025 and has held it in 4 quarters since. The position peaked at $649K in Q4 2025. 811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • Callan Family Office held 1,359 shares of MongoDB worth $333K as of Q1 2026.
  • Callan Family Office sold 188 MongoDB shares in Q1 2026, an estimated $62.9K.
  • MongoDB made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #895 holding.
  • Callan Family Office first reported a position in MongoDB in Q2 2025 and has held it in 4 quarters since.
  • Callan Family Office's MongoDB position peaked at $649K in Q4 2025.
  • 811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.