Itau Unibanco Holding S.A.’s MongoDB MDB Stock Holding History

Itau Unibanco Holding S.A.’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 Q4	–	Sell	-2,784	Closed	-$864K	–	429
2025 Q3	$864K	Buy	+2,784	New	+$716K	0.03%	133
2024 Q3	–	Sell	-6,382	Closed	-$1.6M	–	391
2024 Q2	$1.6M	Buy	+6,382	New	+$2.02M	0.07%	96
2021 Q4	–	Sell	-187	Closed	-$88K	–	447
2021 Q3	$88K	Buy	187 +63	+51%	+$25.4K	﹤0.01%	201
2021 Q2	$45K	Buy	+124	New	+$38.3K	﹤0.01%	189

Other funds holding MDB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Itau Unibanco Holding S.A.'s MDB Position: Q4 2025 in Review

Itau Unibanco Holding S.A. sold out of MongoDB (MDB) in Q4 2025, closing a stake of 2,784 shares — an estimated $864K sold.

Itau Unibanco Holding S.A. first reported a position in MDB in Q2 2021 and held it in 4 quarters. The position peaked at $1.6M in Q2 2024. 915 funds tracked by Wall St. Rank hold MDB as of Q4 2025.

Itau Unibanco Holding S.A. reported no remaining MongoDB position as of Q4 2025 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 2,784 MongoDB shares in Q4 2025, an estimated $864K.
Itau Unibanco Holding S.A. first reported a position in MongoDB in Q2 2021 and held it in 4 quarters.
Itau Unibanco Holding S.A.'s MongoDB position peaked at $1.6M in Q2 2024.
915 funds tracked by Wall St. Rank held MongoDB as of Q4 2025.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q4 2025, filed 13 Feb 2026.