Savvy Advisors Inc’s MongoDB MDB Stock Holding History

Savvy Advisors Inc’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	–	Sell	-972	Closed	-$238K	–	1308
2026 Q1	$238K	Buy	972 +44	+5%	+$14.7K	0.01%	977
2025 Q4	$389K	Buy	928 +44	+5%	+$16K	0.01%	664
2025 Q3	$274K	Buy	+884	New	+$227K	0.01%	654

Other funds holding MDB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Savvy Advisors Inc's MDB Position: Q2 2026 in Review

Savvy Advisors Inc sold out of MongoDB (MDB) in Q2 2026, closing a stake of 972 shares — an estimated $238K sold.

Savvy Advisors Inc first reported a position in MDB in Q3 2025 and held it in 3 quarters. The position peaked at $389K in Q4 2025. 873 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Savvy Advisors Inc reported no remaining MongoDB position as of Q2 2026 after selling out during the quarter.
Savvy Advisors Inc sold 972 MongoDB shares in Q2 2026, an estimated $238K.
Savvy Advisors Inc first reported a position in MongoDB in Q3 2025 and held it in 3 quarters.
Savvy Advisors Inc's MongoDB position peaked at $389K in Q4 2025.
873 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.