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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

IMA Advisory Services's MDB Position: Q1 2026 in Review

IMA Advisory Services held its MongoDB (MDB) position steady in Q1 2026 at 1 share worth $244. The position accounts for ﹤0.01% of the portfolio, ranked #941.

IMA Advisory Services first reported a position in MDB in Q2 2022 and has held it in 8 quarters since. The position peaked at $675K in Q2 2022. 811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

IMA Advisory Services held 1 share of MongoDB worth $244 as of Q1 2026.
IMA Advisory Services left its MongoDB share count unchanged in Q1 2026.
MongoDB made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #941 holding.
IMA Advisory Services first reported a position in MongoDB in Q2 2022 and has held it in 8 quarters since.
IMA Advisory Services's MongoDB position peaked at $675K in Q2 2022.
811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.