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Fortis Capital Advisors’s MongoDB MDB Stock Holding History

Fortis Capital 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
Q2 		$910K Buy
+2,710
New +$813K 0.1% 174
2026
Q1 		– Sell
-2,482
Closed -$1.04M – 404
2025
Q4 		$1.04M Buy
+2,482
New +$903K 0.15% 115
2024
Q2 		– Sell
-1,136
Closed -$407K – 179
2024
Q1 		$407K Buy
+1,136
New +$464K 0.17% 107

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 $3.37T AUM 44.26% 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

Fortis Capital Advisors's MDB Position: Q2 2026 in Review

Fortis Capital Advisors opened a new position in MongoDB (MDB) in Q2 2026: 2,710 shares worth $910K. The stake represents 0.1% of the portfolio and ranks #174 among its holdings. This is a return to the name: Fortis Capital Advisors previously reported a position in MDB as recently as Q4 2025.

Fortis Capital Advisors first reported a position in MDB in Q1 2024 and has held it in 3 quarters since. The position peaked at $1.04M in Q4 2025. 868 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Fortis Capital Advisors held 2,710 shares of MongoDB worth $910K as of Q2 2026.
  • MongoDB was a new Fortis Capital Advisors position in Q2 2026.
  • MongoDB made up 0.1% of Fortis Capital Advisors's portfolio in Q2 2026, its #174 holding.
  • Fortis Capital Advisors first reported a position in MongoDB in Q1 2024 and has held it in 3 quarters since.
  • Fortis Capital Advisors's MongoDB position peaked at $1.04M in Q4 2025.
  • 868 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.