David J. Yvars Group’s MongoDB MDB Stock Holding History

David J. Yvars 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	$228K	Buy	+678	New	+$203K	0.11%	91
2026 Q1	–	Sell	-478	Closed	-$201K	–	95
2025 Q4	$201K	Buy	+478	New	+$174K	0.11%	85
2024 Q3	–	Sell	-2,469	Closed	-$617K	–	82
2024 Q2	$617K	Sell	2,469 -175	-7%	-$55.3K	0.39%	36
2024 Q1	$948K	Sell	2,644 -30	-1%	-$12.3K	0.64%	28
2023 Q4	$1.09M	Buy	2,674 +5	+0.2%	+$1.9K	0.88%	19
2023 Q3	$923K	Buy	2,669 +1,790	+204%	+$680K	0.77%	23
2023 Q2	$361K	Buy	+879	New	+$256K	0.3%	46
2022 Q2	–	Sell	-650	Closed	-$288K	–	74
2022 Q1	$288K	Hold	650	–	–	0.2%	62
2021 Q4	$344K	Hold	650	–	–	0.21%	56
2021 Q3	$308K	Hold	650	–	–	0.18%	64
2021 Q2	$235K	Buy	+650	New	+$201K	0.13%	79
2021 Q1	–	Sell	-650	Closed	-$233K	–	85
2020 Q4	$233K	Buy	+650	New	+$182K	0.16%	71

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

David J. Yvars Group's MDB Position: Q2 2026 in Review

David J. Yvars Group opened a new position in MongoDB (MDB) in Q2 2026: 678 shares worth $228K. The stake represents 0.11% of the portfolio and ranks #91 among its holdings. This is a return to the name: David J. Yvars Group previously reported a position in MDB as recently as Q4 2025.

David J. Yvars Group first reported a position in MDB in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.09M in Q4 2023. 867 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

David J. Yvars Group held 678 shares of MongoDB worth $228K as of Q2 2026.
MongoDB was a new David J. Yvars Group position in Q2 2026.
MongoDB made up 0.11% of David J. Yvars Group's portfolio in Q2 2026, its #91 holding.
David J. Yvars Group first reported a position in MongoDB in Q4 2020 and has held it in 12 quarters since.
David J. Yvars Group's MongoDB position peaked at $1.09M in Q4 2023.
867 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.