Chicago Partners Investment Group’s MongoDB MDB Stock Holding History

Chicago Partners Investment Group’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	$1.53M	Buy	5,100 +1,915	+60%	+$574K	0.03%	468
2026 Q1	$859K	Buy	3,185 +884	+38%	+$296K	0.02%	619
2025 Q4	$918K	Sell	2,301 -28	-1%	-$10.2K	0.02%	497
2025 Q3	$784K	Buy	2,329 +186	+9%	+$47.8K	0.02%	502
2025 Q2	$489K	Buy	+2,143	New	+$396K	0.01%	606
2023 Q3	–	Sell	-725	Closed	-$289K	–	688
2023 Q2	$289K	Sell	725 -424	-37%	-$124K	0.02%	543
2023 Q1	$257K	Buy	+1,149	New	+$241K	0.02%	544

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

Chicago Partners Investment Group's MDB Position: Q2 2026 in Review

Chicago Partners Investment Group increased its MongoDB (MDB) stake by 60% in Q2 2026, buying an estimated $574K and bringing the position to 5,100 shares worth $1.53M. The position accounts for 0.03% of the portfolio, ranked #468.

Chicago Partners Investment Group first reported a position in MDB in Q1 2023 and has held it in 7 quarters since. 867 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Chicago Partners Investment Group held 5,100 shares of MongoDB worth $1.53M as of Q2 2026.
Chicago Partners Investment Group bought 1,915 MongoDB shares in Q2 2026, an estimated $574K.
MongoDB made up 0.03% of Chicago Partners Investment Group's portfolio in Q2 2026, its #468 holding.
Chicago Partners Investment Group first reported a position in MongoDB in Q1 2023 and has held it in 7 quarters since.
867 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.