IMA Advisory Services’s MongoDB MDB Stock Holding History

IMA Advisory Services’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	$19.5K	Buy	58 +57	+5,700%	+$17.1K	﹤0.01%	633
2026 Q1	$244	Hold	1	–	–	﹤0.01%	941
2025 Q4	$419	Hold	1	–	–	﹤0.01%	878
2025 Q3	$310	Hold	1	–	–	﹤0.01%	447
2025 Q2	$210	Buy	+1	New	+$185	﹤0.01%	482
2023 Q2	–	Sell	-2,600	Closed	-$606K	–	311
2023 Q1	$606K	Hold	2,600	–	–	0.16%	108
2022 Q4	$512K	Hold	2,600	–	–	0.14%	109
2022 Q3	$516K	Hold	2,600	–	–	0.14%	108
2022 Q2	$675K	Buy	+2,600	New	+$813K	0.17%	103

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 $3.38T AUM 44.17% 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

IMA Advisory Services's MDB Position: Q2 2026 in Review

IMA Advisory Services increased its MongoDB (MDB) stake by 5,700% in Q2 2026, buying an estimated $17.1K and bringing the position to 58 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

IMA Advisory Services first reported a position in MDB in Q2 2022 and has held it in 9 quarters since. The position peaked at $675K in Q2 2022. 873 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

IMA Advisory Services held 58 shares of MongoDB worth $19.5K as of Q2 2026.
IMA Advisory Services bought 57 MongoDB shares in Q2 2026, an estimated $17.1K.
MongoDB made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #633 holding.
IMA Advisory Services first reported a position in MongoDB in Q2 2022 and has held it in 9 quarters since.
IMA Advisory Services's MongoDB position peaked at $675K in Q2 2022.
873 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.