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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
Q2 		$1.3M Buy
3,866
+1,057
+38% +$317K 0.02% 516
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
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

Mount Yale Investment Advisors's MDB Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its MongoDB (MDB) stake by 38% in Q2 2026, buying an estimated $317K and bringing the position to 3,866 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #516.

Mount Yale Investment Advisors first reported a position in MDB in Q4 2023 and has held it in 5 quarters since. 873 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Mount Yale Investment Advisors held 3,866 shares of MongoDB worth $1.3M as of Q2 2026.
  • Mount Yale Investment Advisors bought 1,057 MongoDB shares in Q2 2026, an estimated $317K.
  • MongoDB made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #516 holding.
  • Mount Yale Investment Advisors first reported a position in MongoDB in Q4 2023 and has held it in 5 quarters since.
  • 873 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.