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Summit Trail Advisors’s MongoDB MDB Stock Holding History

Summit Trail 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
Q1 		$2.17M Buy
8,875
+3,023
+52% +$1.01M 0.03% 467
2025
Q4 		$2.46M Sell
5,852
-911
-13% -$331K 0.04% 302
2025
Q3 		$2.1M Buy
6,763
+1,844
+37% +$474K 0.03% 421
2025
Q2 		$1.03M Buy
+4,919
New +$909K 0.02% 466
2025
Q1 		– Sell
-962
Closed -$224K – 450
2024
Q4 		$224K Buy
+962
New +$272K 0.01% 339
2023
Q3 		– Sell
-538
Closed -$221K – 564
2023
Q2 		$221K Buy
+538
New +$157K 0.01% 456

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

Summit Trail Advisors's MDB Position: Q1 2026 in Review

Summit Trail Advisors increased its MongoDB (MDB) stake by 52% in Q1 2026, buying an estimated $1.01M and bringing the position to 8,875 shares worth $2.17M. The position accounts for 0.03% of the portfolio, ranked #467.

Summit Trail Advisors first reported a position in MDB in Q2 2023 and has held it in 6 quarters since. The position peaked at $2.46M in Q4 2025. 811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • Summit Trail Advisors held 8,875 shares of MongoDB worth $2.17M as of Q1 2026.
  • Summit Trail Advisors bought 3,023 MongoDB shares in Q1 2026, an estimated $1.01M.
  • MongoDB made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #467 holding.
  • Summit Trail Advisors first reported a position in MongoDB in Q2 2023 and has held it in 6 quarters since.
  • Summit Trail Advisors's MongoDB position peaked at $2.46M in Q4 2025.
  • 811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.