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Dana Investment Advisors’s MongoDB MDB Stock Holding History

Dana Investment Advisors’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 		$252K Hold
1,030
– – 0.01% 528
2025
Q4 		$432K Buy
+1,030
New +$375K 0.01% 477

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

Dana Investment Advisors's MDB Position: Q1 2026 in Review

Dana Investment Advisors held its MongoDB (MDB) position steady in Q1 2026 at 1,030 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #528.

Dana Investment Advisors first reported a position in MDB in Q4 2025 and has held it in 2 quarters since. The position peaked at $432K in Q4 2025. 811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • Dana Investment Advisors held 1,030 shares of MongoDB worth $252K as of Q1 2026.
  • Dana Investment Advisors left its MongoDB share count unchanged in Q1 2026.
  • MongoDB made up 0.01% of Dana Investment Advisors's portfolio in Q1 2026, its #528 holding.
  • Dana Investment Advisors first reported a position in MongoDB in Q4 2025 and has held it in 2 quarters since.
  • Dana Investment Advisors's MongoDB position peaked at $432K in Q4 2025.
  • 811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Dana Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.