Nisa Investment Advisors
MDB icon

Nisa Investment Advisors’s MongoDB MDB Stock Holding History

Nisa 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
3,868
+1,492
+63% +$447K ﹤0.01% 739
2026
Q1 		$582K Sell
2,376
-1,958
-45% -$655K ﹤0.01% 924
2025
Q4 		$1.82M Buy
4,334
+3,472
+403% +$1.26M 0.01% 661
2025
Q3 		$268K Buy
862
+109
+14% +$28K ﹤0.01% 1180
2025
Q2 		$158K Sell
753
-47
-6% -$8.69K ﹤0.01% 1281
2025
Q1 		$140K Sell
800
-4,955
-86% -$1.21M ﹤0.01% 1312
2024
Q4 		$1.34M Buy
5,755
+4,665
+428% +$1.32M 0.01% 801
2024
Q3 		$295K Buy
1,090
+40
+4% +$10.4K ﹤0.01% 1188
2024
Q2 		$262K Hold
1,050
– – ﹤0.01% 1241
2024
Q1 		$377K Hold
1,050
– – ﹤0.01% 1166
2023
Q4 		$429K Sell
1,050
-2,200
-68% -$835K ﹤0.01% 1097
2023
Q3 		$1.12M Sell
3,250
-90
-3% -$34.2K 0.01% 838
2023
Q2 		$1.37M Buy
3,340
+2,200
+193% +$642K 0.01% 791
2023
Q1 		$266K Sell
1,140
-9,200
-89% -$1.93M ﹤0.01% 1234
2022
Q4 		$2.04M Buy
10,340
+9,780
+1,746% +$1.74M 0.02% 730
2022
Q3 		$102K Sell
560
-2,610
-82% -$762K ﹤0.01% 1499
2022
Q2 		$823K Buy
3,170
+2,900
+1,074% +$907K 0.01% 882
2022
Q1 		$120K Sell
270
-30
-10% -$11.7K ﹤0.01% 1558
2021
Q4 		$122K Hold
300
– – ﹤0.01% 1441
2021
Q3 		$141K Hold
300
– – ﹤0.01% 1548
2021
Q2 		$108K Hold
300
– – ﹤0.01% 1651
2021
Q1 		$80K Sell
300
-350
-54% -$124K ﹤0.01% 1845
2020
Q4 		$233K Buy
+650
New +$182K ﹤0.01% 1408
2020
Q2 		– Sell
-200
Closed -$27K – 2093
2020
Q1 		$27K Hold
200
– – ﹤0.01% 1654
2019
Q4 		$26K Buy
+200
New +$26.3K ﹤0.01% 1651

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

Nisa Investment Advisors's MDB Position: Q2 2026 in Review

Nisa Investment Advisors increased its MongoDB (MDB) stake by 63% in Q2 2026, buying an estimated $447K and bringing the position to 3,868 shares worth $1.3M. The position accounts for ﹤0.01% of the portfolio, ranked #739.

Nisa Investment Advisors first reported a position in MDB in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.04M in Q4 2022. 872 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Nisa Investment Advisors held 3,868 shares of MongoDB worth $1.3M as of Q2 2026.
  • Nisa Investment Advisors bought 1,492 MongoDB shares in Q2 2026, an estimated $447K.
  • MongoDB made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #739 holding.
  • Nisa Investment Advisors first reported a position in MongoDB in Q4 2019 and has held it in 25 quarters since.
  • Nisa Investment Advisors's MongoDB position peaked at $2.04M in Q4 2022.
  • 872 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.