iA Global Asset Management’s MongoDB MDB Stock Holding History

iA Global Asset Management’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
2025 Q2	–	Sell	-8,197	Closed	-$1.44M	–	453
2025 Q1	$1.44M	Buy	8,197 +235	+3%	+$57.3K	0.02%	273
2024 Q4	$1.85M	Sell	7,962 -25,138	-76%	-$7.1M	0.03%	245
2024 Q3	$8.95M	Buy	33,100 +25,895	+359%	+$6.73M	0.16%	103
2024 Q2	$1.8M	Buy	7,205 +424	+6%	+$134K	0.03%	238
2024 Q1	$2.43M	Sell	6,781 -9,605	-59%	-$3.92M	0.05%	219
2023 Q4	$6.7M	Buy	+16,386	New	+$6.22M	0.15%	110

Other funds holding MDB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SIM

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

iA Global Asset Management's MDB Position: Q2 2025 in Review

iA Global Asset Management sold out of MongoDB (MDB) in Q2 2025, closing a stake of 8,197 shares — an estimated $1.44M sold.

iA Global Asset Management first reported a position in MDB in Q4 2023 and held it in 6 quarters. The position peaked at $8.95M in Q3 2024. 692 funds tracked by Wall St. Rank hold MDB as of Q2 2025.

iA Global Asset Management reported no remaining MongoDB position as of Q2 2025 after selling out during the quarter.
iA Global Asset Management sold 8,197 MongoDB shares in Q2 2025, an estimated $1.44M.
iA Global Asset Management first reported a position in MongoDB in Q4 2023 and held it in 6 quarters.
iA Global Asset Management's MongoDB position peaked at $8.95M in Q3 2024.
692 funds tracked by Wall St. Rank held MongoDB as of Q2 2025.

Based on iA Global Asset Management's 13F filing for Q2 2025, filed 5 Aug 2025.