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Independent Advisor Alliance’s MongoDB MDB Stock Holding History

Independent Advisor Alliance’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 		$1.48M Buy
+4,402
New +$1.32M 0.03% 348
2026
Q1 		– Sell
-747
Closed -$313K – 1639
2025
Q4 		$313K Sell
747
-23
-3% -$8.37K 0.01% 783
2025
Q3 		$239K Buy
+770
New +$198K 0.01% 834
2025
Q2 		– Sell
-1,235
Closed -$217K – 913
2025
Q1 		$217K Sell
1,235
-160
-11% -$39K 0.01% 746
2024
Q4 		$325K Sell
1,395
-121
-8% -$34.2K ﹤0.01% 1105
2024
Q3 		$410K Buy
1,516
+76
+5% +$19.7K 0.01% 494
2024
Q2 		$360K Sell
1,440
-51
-3% -$16.1K 0.01% 528
2024
Q1 		$535K Buy
1,491
+97
+7% +$39.6K 0.02% 440
2023
Q4 		$570K Sell
1,394
-56
-4% -$21.2K 0.02% 417
2023
Q3 		$501K Buy
1,450
+11
+0.8% +$4.18K 0.02% 414
2023
Q2 		$591K Buy
1,439
+215
+18% +$62.7K 0.03% 395
2023
Q1 		$285K Buy
+1,224
New +$257K 0.01% 524
2022
Q2 		– Sell
-531
Closed -$236K – 670
2022
Q1 		$236K Buy
531
+93
+21% +$36.4K 0.01% 562
2021
Q4 		$232K Buy
+438
New +$224K 0.01% 591

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

Independent Advisor Alliance's MDB Position: Q2 2026 in Review

Independent Advisor Alliance opened a new position in MongoDB (MDB) in Q2 2026: 4,402 shares worth $1.48M. The stake represents 0.03% of the portfolio and ranks #348 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in MDB as recently as Q4 2025.

Independent Advisor Alliance first reported a position in MDB in Q4 2021 and has held it in 14 quarters since. 867 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Independent Advisor Alliance held 4,402 shares of MongoDB worth $1.48M as of Q2 2026.
  • MongoDB was a new Independent Advisor Alliance position in Q2 2026.
  • MongoDB made up 0.03% of Independent Advisor Alliance's portfolio in Q2 2026, its #348 holding.
  • Independent Advisor Alliance first reported a position in MongoDB in Q4 2021 and has held it in 14 quarters since.
  • 867 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.