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Cary Street Partners Investment Advisory’s MongoDB MDB Stock Holding History

Cary Street Partners Investment Advisory’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 		$101K Buy
+301
New +$90.3K 0.02% 496
2020
Q4 		– Sell
-100
Closed -$23K – 660
2020
Q3 		$23K Buy
+100
New +$21.7K ﹤0.01% 625

Other funds holding MDB

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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Cary Street Partners Investment Advisory's MDB Position: Q2 2026 in Review

Cary Street Partners Investment Advisory opened a new position in MongoDB (MDB) in Q2 2026: 301 shares worth $101K. The stake represents 0.02% of the portfolio and ranks #496 among its holdings. This is a return to the name: Cary Street Partners Investment Advisory previously reported a position in MDB as recently as Q3 2020.

Cary Street Partners Investment Advisory first reported a position in MDB in Q3 2020 and has held it in 2 quarters since. 365 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Cary Street Partners Investment Advisory held 301 shares of MongoDB worth $101K as of Q2 2026.
  • MongoDB was a new Cary Street Partners Investment Advisory position in Q2 2026.
  • MongoDB made up 0.02% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #496 holding.
  • Cary Street Partners Investment Advisory first reported a position in MongoDB in Q3 2020 and has held it in 2 quarters since.
  • 365 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.