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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
Q2 		$1.28M Sell
3,808
-624
-14% -$187K 0.02% 196
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 $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 $3.38T 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kestra Investment Management's MDB Position: Q2 2026 in Review

Kestra Investment Management reduced its MongoDB (MDB) stake by 14% in Q2 2026, selling an estimated $187K and leaving 3,808 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #196.

Kestra Investment Management first reported a position in MDB in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.97M in Q4 2025. 873 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Kestra Investment Management held 3,808 shares of MongoDB worth $1.28M as of Q2 2026.
  • Kestra Investment Management sold 624 MongoDB shares in Q2 2026, an estimated $187K.
  • MongoDB made up 0.02% of Kestra Investment Management's portfolio in Q2 2026, its #196 holding.
  • Kestra Investment Management first reported a position in MongoDB in Q4 2024 and has held it in 5 quarters since.
  • Kestra Investment Management's MongoDB position peaked at $1.97M in Q4 2025.
  • 873 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.