Covestor
MDB icon

Covestor’s MongoDB MDB Stock Holding History

Covestor’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
Q3 		$14K Sell
40
-1
-2% -$378 0.01% 1273
2026
Q2 		$14K Sell
41
-5
-11% -$1.5K 0.01% 1336
2026
Q1 		$11K Sell
46
-51
-53% -$17.1K 0.01% 1352
2025
Q4 		$41K Sell
97
-5
-5% -$1.82K 0.02% 984
2025
Q3 		$32K Buy
102
+20
+24% +$5.14K 0.02% 1100
2025
Q2 		$17K Sell
82
-82
-50% -$15.2K 0.01% 1313
2025
Q1 		$29K Sell
164
-26
-14% -$6.34K 0.02% 1058
2024
Q4 		$44K Sell
190
-148
-44% -$41.8K 0.03% 908
2024
Q3 		$91K Buy
338
+82
+32% +$21.3K 0.06% 580
2024
Q2 		$64K Buy
256
+45
+21% +$14.2K 0.04% 744
2024
Q1 		$76K Sell
211
-258
-55% -$105K 0.05% 699
2023
Q4 		$192K Buy
469
+410
+695% +$156K 0.13% 160
2023
Q3 		$21K Buy
59
+17
+40% +$6.45K 0.02% 1098
2023
Q2 		$18K Sell
42
-1
-2% -$292 0.01% 1182
2023
Q1 		$10K Sell
43
-48
-53% -$10.1K 0.01% 1317
2022
Q4 		$18K Hold
91
– – 0.01% 1069
2022
Q3 		$18K Hold
91
– – 0.02% 1026
2022
Q2 		$24K Sell
91
-3
-3% -$938 0.02% 943
2022
Q1 		$42K Buy
94
+13
+16% +$5.08K 0.03% 854
2021
Q4 		$43K Buy
+81
New +$41.5K 0.06% 629

Other funds holding MDB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Covestor's MDB Position: Q3 2026 in Review

Covestor reduced its MongoDB (MDB) stake by 2.4% in Q3 2026, selling an estimated $378 and leaving 40 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #1273.

Covestor first reported a position in MDB in Q4 2021 and has held it in 20 quarters since. The position peaked at $192K in Q4 2023. 747 funds tracked by Wall St. Rank hold MDB as of Q3 2026.

  • Covestor held 40 shares of MongoDB worth $14K as of Q3 2026.
  • Covestor sold 1 MongoDB share in Q3 2026, an estimated $378.
  • MongoDB made up 0.01% of Covestor's portfolio in Q3 2026, its #1273 holding.
  • Covestor first reported a position in MongoDB in Q4 2021 and has held it in 20 quarters since.
  • Covestor's MongoDB position peaked at $192K in Q4 2023.
  • 747 funds tracked by Wall St. Rank held MongoDB as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.