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GLOBALT Investments’s MongoDB MDB Stock Holding History

GLOBALT Investments’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 		$275K Hold
818
– – 0.01% 203
2026
Q1 		$200K Sell
818
-60
-7% -$20.1K 0.01% 202
2025
Q4 		$368K Sell
878
-4
-0.5% -$1.46K 0.01% 186
2025
Q3 		$274K Buy
+882
New +$227K 0.01% 198

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

GLOBALT Investments's MDB Position: Q2 2026 in Review

GLOBALT Investments held its MongoDB (MDB) position steady in Q2 2026 at 818 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #203.

GLOBALT Investments first reported a position in MDB in Q3 2025 and has held it in 4 quarters since. The position peaked at $368K in Q4 2025. 867 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • GLOBALT Investments held 818 shares of MongoDB worth $275K as of Q2 2026.
  • GLOBALT Investments left its MongoDB share count unchanged in Q2 2026.
  • MongoDB made up 0.01% of GLOBALT Investments's portfolio in Q2 2026, its #203 holding.
  • GLOBALT Investments first reported a position in MongoDB in Q3 2025 and has held it in 4 quarters since.
  • GLOBALT Investments's MongoDB position peaked at $368K in Q4 2025.
  • 867 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.