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IPG Investment Advisors’s MongoDB MDB Stock Holding History

IPG Investment Advisors’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 		– Sell
-670
Closed -$281K – 262
2025
Q4 		$281K Buy
+670
New +$244K 0.05% 179

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

IPG Investment Advisors's MDB Position: Q1 2026 in Review

IPG Investment Advisors sold out of MongoDB (MDB) in Q1 2026, closing a stake of 670 shares — an estimated $281K sold.

IPG Investment Advisors first reported a position in MDB in Q4 2025 and held it in 1 quarter. The position peaked at $281K in Q4 2025. 816 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • IPG Investment Advisors reported no remaining MongoDB position as of Q1 2026 after selling out during the quarter.
  • IPG Investment Advisors sold 670 MongoDB shares in Q1 2026, an estimated $281K.
  • IPG Investment Advisors first reported a position in MongoDB in Q4 2025 and held it in 1 quarter.
  • IPG Investment Advisors's MongoDB position peaked at $281K in Q4 2025.
  • 816 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on IPG Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.