Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s MongoDB MDB Stock Holding History

Kovitz Investment Group Partners’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 		$227K Buy
+925
New +$309K 0.01% 468
2025
Q4 		– Sell
-1,429
Closed -$444K – 970
2025
Q3 		$444K Buy
+1,429
New +$367K ﹤0.01% 1080

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BlackRock
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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 $3.37T AUM 44.26% 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

Kovitz Investment Group Partners's MDB Position: Q1 2026 in Review

Kovitz Investment Group Partners opened a new position in MongoDB (MDB) in Q1 2026: 925 shares worth $227K. The stake represents 0.01% of the portfolio and ranks #468 among its holdings. This is a return to the name: Kovitz Investment Group Partners previously reported a position in MDB as recently as Q3 2025.

Kovitz Investment Group Partners first reported a position in MDB in Q3 2025 and has held it in 2 quarters since. The position peaked at $444K in Q3 2025. 814 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • Kovitz Investment Group Partners held 925 shares of MongoDB worth $227K as of Q1 2026.
  • MongoDB was a new Kovitz Investment Group Partners position in Q1 2026.
  • MongoDB made up 0.01% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #468 holding.
  • Kovitz Investment Group Partners first reported a position in MongoDB in Q3 2025 and has held it in 2 quarters since.
  • Kovitz Investment Group Partners's MongoDB position peaked at $444K in Q3 2025.
  • 814 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.