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Savant Capital’s MongoDB MDB Stock Holding History

Savant Capital’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 		$500K Buy
1,688
+467
+38% +$140K ﹤0.01% 1218
2026
Q1 		$299K Buy
1,221
+437
+56% +$146K ﹤0.01% 1174
2025
Q4 		$329K Sell
784
-47
-6% -$17.1K ﹤0.01% 1009
2025
Q3 		$258K Buy
+831
New +$214K ﹤0.01% 1110
2024
Q1 		– Sell
-490
Closed -$200K – 1122
2023
Q4 		$200K Buy
+490
New +$186K ﹤0.01% 814

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

Savant Capital's MDB Position: Q2 2026 in Review

Savant Capital increased its MongoDB (MDB) stake by 38% in Q2 2026, buying an estimated $140K and bringing the position to 1,688 shares worth $500K. The position accounts for ﹤0.01% of the portfolio, ranked #1218.

Savant Capital first reported a position in MDB in Q4 2023 and has held it in 5 quarters since. 867 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Savant Capital held 1,688 shares of MongoDB worth $500K as of Q2 2026.
  • Savant Capital bought 467 MongoDB shares in Q2 2026, an estimated $140K.
  • MongoDB made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1218 holding.
  • Savant Capital first reported a position in MongoDB in Q4 2023 and has held it in 5 quarters since.
  • 867 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.