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World Investment Advisors’s MongoDB MDB Stock Holding History

World Investment 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
Q2 		$253K Sell
1,028
-32
-3% -$9.6K ﹤0.01% 1322
2026
Q1 		$259K Buy
1,060
+101
+11% +$33.8K ﹤0.01% 1335
2025
Q4 		$402K Buy
959
+9
+0.9% +$3.27K 0.01% 1032
2025
Q3 		$295K Buy
+950
New +$244K 0.01% 990

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

World Investment Advisors's MDB Position: Q2 2026 in Review

World Investment Advisors reduced its MongoDB (MDB) stake by 3% in Q2 2026, selling an estimated $9.6K and leaving 1,028 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #1322.

World Investment Advisors first reported a position in MDB in Q3 2025 and has held it in 4 quarters since. The position peaked at $402K in Q4 2025. 867 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • World Investment Advisors held 1,028 shares of MongoDB worth $253K as of Q2 2026.
  • World Investment Advisors sold 32 MongoDB shares in Q2 2026, an estimated $9.6K.
  • MongoDB made up ﹤0.01% of World Investment Advisors's portfolio in Q2 2026, its #1322 holding.
  • World Investment Advisors first reported a position in MongoDB in Q3 2025 and has held it in 4 quarters since.
  • World Investment Advisors's MongoDB position peaked at $402K in Q4 2025.
  • 867 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.