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Strategic Investment Solutions’s MongoDB MDB Stock Holding History

Strategic Investment Solutions’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 		$7.39K Hold
22
– – ﹤0.01% 470
2026
Q1 		$5.38K Hold
22
– – ﹤0.01% 477
2025
Q4 		$9.23K Hold
22
– – ﹤0.01% 407
2025
Q3 		$6.83K Buy
+22
New +$5.66K ﹤0.01% 416
2025
Q1 		– Sell
-125
Closed -$51.1K – 664
2024
Q4 		$51.1K Buy
+125
New +$35.3K 0.02% 202
2023
Q4 		$55.2K Buy
+135
New +$51.2K 0.01% 438

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

Strategic Investment Solutions's MDB Position: Q2 2026 in Review

Strategic Investment Solutions held its MongoDB (MDB) position steady in Q2 2026 at 22 shares worth $7.39K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

Strategic Investment Solutions first reported a position in MDB in Q4 2023 and has held it in 6 quarters since. The position peaked at $55.2K in Q4 2023. 866 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Strategic Investment Solutions held 22 shares of MongoDB worth $7.39K as of Q2 2026.
  • Strategic Investment Solutions left its MongoDB share count unchanged in Q2 2026.
  • MongoDB made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #470 holding.
  • Strategic Investment Solutions first reported a position in MongoDB in Q4 2023 and has held it in 6 quarters since.
  • Strategic Investment Solutions's MongoDB position peaked at $55.2K in Q4 2023.
  • 866 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.