KIM
MDB icon

Kestra Investment Management’s MongoDB MDB Stock Holding History

Kestra Investment Management’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 		$1.08M Sell
4,432
-254
-5% -$85K 0.02% 199
2025
Q4 		$1.97M Buy
4,686
+92
+2% +$33.5K 0.05% 137
2025
Q3 		$1.43M Buy
+4,594
New +$1.18M 0.04% 161
2025
Q1 		– Sell
-2
Closed -$466 – 1230
2024
Q4 		$466 Buy
+2
New +$565 ﹤0.01% 1134

Other funds holding MDB

BlackRock
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Kestra Investment Management's MDB Position: Q1 2026 in Review

Kestra Investment Management reduced its MongoDB (MDB) stake by 5.4% in Q1 2026, selling an estimated $85K and leaving 4,432 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #199.

Kestra Investment Management first reported a position in MDB in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.97M in Q4 2025. 811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • Kestra Investment Management held 4,432 shares of MongoDB worth $1.08M as of Q1 2026.
  • Kestra Investment Management sold 254 MongoDB shares in Q1 2026, an estimated $85K.
  • MongoDB made up 0.02% of Kestra Investment Management's portfolio in Q1 2026, its #199 holding.
  • Kestra Investment Management first reported a position in MongoDB in Q4 2024 and has held it in 4 quarters since.
  • Kestra Investment Management's MongoDB position peaked at $1.97M in Q4 2025.
  • 811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.