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
Q2 		$1.93M Buy
5,743
+4,818
+521% +$1.44M 0.04% 236
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

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

Kovitz Investment Group Partners's MDB Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its MongoDB (MDB) stake by 521% in Q2 2026, buying an estimated $1.44M and bringing the position to 5,743 shares worth $1.93M. The position accounts for 0.04% of the portfolio, ranked #236.

Kovitz Investment Group Partners first reported a position in MDB in Q3 2025 and has held it in 3 quarters since. 873 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Kovitz Investment Group Partners held 5,743 shares of MongoDB worth $1.93M as of Q2 2026.
  • Kovitz Investment Group Partners bought 4,818 MongoDB shares in Q2 2026, an estimated $1.44M.
  • MongoDB made up 0.04% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #236 holding.
  • Kovitz Investment Group Partners first reported a position in MongoDB in Q3 2025 and has held it in 3 quarters since.
  • 873 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.