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Legacy Investment Solutions’s MongoDB MDB Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$2.1K Buy
+10
New +$1.85K ﹤0.01% 507
2024
Q4 		$2.78K Buy
+10
New +$2.82K ﹤0.01% 462

Other funds holding MDB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Legacy Investment Solutions's MDB Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in MongoDB (MDB) in Q2 2025: 10 shares worth $2.1K. The stake represents ﹤0.01% of the portfolio and ranks #507 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in MDB as recently as Q4 2024.

Legacy Investment Solutions first reported a position in MDB in Q4 2024 and has held it in 2 quarters since. The position peaked at $2.78K in Q4 2024. 692 funds tracked by Wall St. Rank hold MDB as of Q2 2025.

  • Legacy Investment Solutions held 10 shares of MongoDB worth $2.1K as of Q2 2025.
  • MongoDB was a new Legacy Investment Solutions position in Q2 2025.
  • MongoDB made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #507 holding.
  • Legacy Investment Solutions first reported a position in MongoDB in Q4 2024 and has held it in 2 quarters since.
  • Legacy Investment Solutions's MongoDB position peaked at $2.78K in Q4 2024.
  • 692 funds tracked by Wall St. Rank held MongoDB as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.