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Foundations Investment Advisors’s MongoDB MDB Stock Holding History

Foundations 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
Q2 		$697K Buy
+2,075
New +$622K 0.01% 673
2024
Q1 		– Sell
-728
Closed -$298K – 730
2023
Q4 		$298K Buy
728
+141
+24% +$53.5K 0.01% 549
2023
Q3 		$203K Buy
+587
New +$223K 0.01% 612

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

Foundations Investment Advisors's MDB Position: Q2 2026 in Review

Foundations Investment Advisors opened a new position in MongoDB (MDB) in Q2 2026: 2,075 shares worth $697K. The stake represents 0.01% of the portfolio and ranks #673 among its holdings. This is a return to the name: Foundations Investment Advisors previously reported a position in MDB as recently as Q4 2023.

Foundations Investment Advisors first reported a position in MDB in Q3 2023 and has held it in 3 quarters since. 873 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Foundations Investment Advisors held 2,075 shares of MongoDB worth $697K as of Q2 2026.
  • MongoDB was a new Foundations Investment Advisors position in Q2 2026.
  • MongoDB made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #673 holding.
  • Foundations Investment Advisors first reported a position in MongoDB in Q3 2023 and has held it in 3 quarters since.
  • 873 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.