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CVA Family Office’s MongoDB MDB Stock Holding History

CVA 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 		$83.6K Buy
249
+34
+16% +$10.2K 0.01% 509
2026
Q1 		$52.6K Sell
215
-20
-9% -$6.69K 0.01% 582
2025
Q4 		$98.6K Buy
235
+1
+0.4% +$364 0.01% 423
2025
Q3 		$72.6K Buy
234
+2
+0.9% +$514 0.01% 481
2025
Q2 		$48.7K Buy
232
+34
+17% +$6.29K 0.01% 552
2025
Q1 		$34.7K Buy
198
+14
+8% +$3.41K 0.01% 581
2024
Q4 		$42.8K Sell
184
-15
-8% -$4.24K 0.01% 550
2024
Q3 		$53.8K Buy
199
+19
+11% +$4.94K 0.01% 495
2024
Q2 		$45K Buy
180
+1
+0.6% +$316 0.01% 515
2024
Q1 		$64.2K Buy
179
+1
+0.6% +$409 0.01% 438
2023
Q4 		$72.8K Buy
+178
New +$67.5K 0.01% 394
2023
Q3 		– Sell
-110
Closed -$45.2K – 662
2023
Q2 		$45.2K Hold
110
– – 0.01% 469
2023
Q1 		$25.6K Hold
110
– – 0.01% 550
2022
Q4 		$21.7K Buy
+110
New +$19.6K 0.01% 547
2022
Q3 		– Sell
-55
Closed -$14K – 907
2022
Q2 		$14K Buy
55
+20
+57% +$6.25K ﹤0.01% 604
2022
Q1 		$16K Buy
35
+30
+600% +$11.7K ﹤0.01% 609
2021
Q4 		$3K Buy
+5
New +$2.56K ﹤0.01% 806
2021
Q3 		– Sell
-5
Closed -$2K – 662
2021
Q2 		$2K Buy
+5
New +$1.55K ﹤0.01% 889

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

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

CVA Family Office increased its MongoDB (MDB) stake by 16% in Q2 2026, buying an estimated $10.2K and bringing the position to 249 shares worth $83.6K. The position accounts for 0.01% of the portfolio, ranked #509.

CVA Family Office first reported a position in MDB in Q2 2021 and has held it in 18 quarters since. The position peaked at $98.6K in Q4 2025. 873 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • CVA Family Office held 249 shares of MongoDB worth $83.6K as of Q2 2026.
  • CVA Family Office bought 34 MongoDB shares in Q2 2026, an estimated $10.2K.
  • MongoDB made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #509 holding.
  • CVA Family Office first reported a position in MongoDB in Q2 2021 and has held it in 18 quarters since.
  • CVA Family Office's MongoDB position peaked at $98.6K in Q4 2025.
  • 873 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.