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Knollwood Investment Advisory’s MongoDB MDB Stock Holding History

Knollwood Investment Advisory’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 		$1.43M Sell
4,250
-1,353
-24% -$406K 0.13% 129
2026
Q1 		$1.37M Buy
5,603
+1,353
+32% +$453K 0.14% 138
2025
Q4 		$1.78M Hold
4,250
– – 0.17% 126
2025
Q3 		$1.32M Hold
4,250
– – 0.12% 155
2025
Q2 		$892K Hold
4,250
– – 0.09% 201
2025
Q1 		$745K Sell
4,250
-200
-4% -$48.7K 0.08% 214
2024
Q4 		$1.04M Hold
4,450
– – 0.11% 185
2024
Q3 		$1.2M Hold
4,450
– – 0.13% 177
2024
Q2 		$1.11M Buy
+4,450
New +$1.41M 0.12% 174

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

Knollwood Investment Advisory's MDB Position: Q2 2026 in Review

Knollwood Investment Advisory reduced its MongoDB (MDB) stake by 24% in Q2 2026, selling an estimated $406K and leaving 4,250 shares worth $1.43M. The position accounts for 0.13% of the portfolio, ranked #129.

Knollwood Investment Advisory first reported a position in MDB in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.78M in Q4 2025. 873 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Knollwood Investment Advisory held 4,250 shares of MongoDB worth $1.43M as of Q2 2026.
  • Knollwood Investment Advisory sold 1,353 MongoDB shares in Q2 2026, an estimated $406K.
  • MongoDB made up 0.13% of Knollwood Investment Advisory's portfolio in Q2 2026, its #129 holding.
  • Knollwood Investment Advisory first reported a position in MongoDB in Q2 2024 and has held it in 9 quarters since.
  • Knollwood Investment Advisory's MongoDB position peaked at $1.78M in Q4 2025.
  • 873 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Knollwood Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.