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
Q2 		$360K Buy
1,072
+30
+3% +$9K ﹤0.01% 639
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 $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 $3.37T AUM 44.26% 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

Moneta Group Investment Advisors's MDB Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its MongoDB (MDB) stake by 2.9% in Q2 2026, buying an estimated $9K and bringing the position to 1,072 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Moneta Group Investment Advisors first reported a position in MDB in Q3 2025 and has held it in 4 quarters since. The position peaked at $520K in Q4 2025. 872 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Moneta Group Investment Advisors held 1,072 shares of MongoDB worth $360K as of Q2 2026.
  • Moneta Group Investment Advisors bought 30 MongoDB shares in Q2 2026, an estimated $9K.
  • MongoDB made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #639 holding.
  • Moneta Group Investment Advisors first reported a position in MongoDB in Q3 2025 and has held it in 4 quarters since.
  • Moneta Group Investment Advisors's MongoDB position peaked at $520K in Q4 2025.
  • 872 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.