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Mount Yale Investment Advisors’s MongoDB MDB Stock Holding History

Mount Yale 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 		$688K Buy
+2,809
New +$940K 0.02% 613
2025
Q3 		– Sell
-499
Closed -$105K – 1219
2025
Q2 		$105K Buy
+499
New +$92.2K 0.01% 649
2024
Q2 		– Sell
-572
Closed -$205K – 568
2024
Q1 		$205K Sell
572
-34
-6% -$13.9K 0.02% 512
2023
Q4 		$248K Buy
+606
New +$230K 0.02% 451

Other funds holding MDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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

Mount Yale Investment Advisors's MDB Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in MongoDB (MDB) in Q1 2026: 2,809 shares worth $688K. The stake represents 0.02% of the portfolio and ranks #613 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in MDB as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in MDB in Q4 2023 and has held it in 4 quarters since. 814 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • Mount Yale Investment Advisors held 2,809 shares of MongoDB worth $688K as of Q1 2026.
  • MongoDB was a new Mount Yale Investment Advisors position in Q1 2026.
  • MongoDB made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #613 holding.
  • Mount Yale Investment Advisors first reported a position in MongoDB in Q4 2023 and has held it in 4 quarters since.
  • 814 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.