MV Capital Management’s MongoDB MDB Stock Holding History

MV Capital Management’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 Q3	$11.2K	Sell	32 -4	-11%	-$1.51K	﹤0.01%	541
2026 Q2	$12.1K	Buy	36 +6	+20%	+$1.8K	﹤0.01%	514
2026 Q1	$7.34K	Sell	30 -12	-29%	-$4.01K	﹤0.01%	569
2025 Q4	$17.6K	Hold	42	–	–	﹤0.01%	458
2025 Q3	$13K	Buy	42 +20	+91%	+$5.14K	﹤0.01%	484
2025 Q2	$4.62K	Buy	22 +12	+120%	+$2.22K	﹤0.01%	618
2025 Q1	$1.75K	Sell	10 -6	-38%	-$1.46K	﹤0.01%	708
2024 Q4	$3.72K	Sell	16 -21	-57%	-$5.93K	﹤0.01%	636
2024 Q3	$10K	Buy	37 +33	+825%	+$8.57K	﹤0.01%	531
2024 Q2	$1K	Buy	4 +3	+300%	+$948	﹤0.01%	692
2024 Q1	$359	Hold	1	–	–	﹤0.01%	717
2023 Q4	$409	Buy	+1	New	+$379	﹤0.01%	687

Other funds holding MDB

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

MV Capital Management's MDB Position: Q3 2026 in Review

MV Capital Management reduced its MongoDB (MDB) stake by 11% in Q3 2026, selling an estimated $1.51K and leaving 32 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

MV Capital Management first reported a position in MDB in Q4 2023 and has held it in 12 quarters since. The position peaked at $17.6K in Q4 2025. 482 funds tracked by Wall St. Rank hold MDB as of Q3 2026.

MV Capital Management held 32 shares of MongoDB worth $11.2K as of Q3 2026.
MV Capital Management sold 4 MongoDB shares in Q3 2026, an estimated $1.51K.
MongoDB made up ﹤0.01% of MV Capital Management's portfolio in Q3 2026, its #541 holding.
MV Capital Management first reported a position in MongoDB in Q4 2023 and has held it in 12 quarters since.
MV Capital Management's MongoDB position peaked at $17.6K in Q4 2025.
482 funds tracked by Wall St. Rank held MongoDB as of Q3 2026.

Based on MV Capital Management's 13F filing for Q3 2026, filed 29 Oct 2026.