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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Savvy Advisors Inc's MDB Position: Q1 2026 in Review

Savvy Advisors Inc increased its MongoDB (MDB) stake by 4.7% in Q1 2026, buying an estimated $14.7K and bringing the position to 972 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #977.

Savvy Advisors Inc first reported a position in MDB in Q3 2025 and has held it in 3 quarters since. The position peaked at $389K in Q4 2025. 811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • Savvy Advisors Inc held 972 shares of MongoDB worth $238K as of Q1 2026.
  • Savvy Advisors Inc bought 44 MongoDB shares in Q1 2026, an estimated $14.7K.
  • MongoDB made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #977 holding.
  • Savvy Advisors Inc first reported a position in MongoDB in Q3 2025 and has held it in 3 quarters since.
  • Savvy Advisors Inc's MongoDB position peaked at $389K in Q4 2025.
  • 811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.