MGIA
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Moneta Group Investment Advisors’s MongoDB MDB Stock Holding History

Moneta Group Investment Advisors’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 		$255K Sell
1,042
-198
-16% -$66.2K ﹤0.01% 684
2025
Q4 		$520K Buy
1,240
+188
+18% +$68.4K ﹤0.01% 490
2025
Q3 		$327K Buy
+1,052
New +$270K ﹤0.01% 604

Other funds holding MDB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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 $2.9T AUM 29.55% 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

Moneta Group Investment Advisors's MDB Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its MongoDB (MDB) stake by 16% in Q1 2026, selling an estimated $66.2K and leaving 1,042 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

Moneta Group Investment Advisors first reported a position in MDB in Q3 2025 and has held it in 3 quarters since. The position peaked at $520K in Q4 2025. 812 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • Moneta Group Investment Advisors held 1,042 shares of MongoDB worth $255K as of Q1 2026.
  • Moneta Group Investment Advisors sold 198 MongoDB shares in Q1 2026, an estimated $66.2K.
  • MongoDB made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #684 holding.
  • Moneta Group Investment Advisors first reported a position in MongoDB in Q3 2025 and has held it in 3 quarters since.
  • Moneta Group Investment Advisors's MongoDB position peaked at $520K in Q4 2025.
  • 812 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.