AWM
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Accurate Wealth Management’s MongoDB MDB Stock Holding History

Accurate Wealth Management’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 		– Sell
-961
Closed -$392K – 556
2025
Q4 		$392K Buy
+961
New +$350K 0.05% 349
2024
Q1 		– Sell
-727
Closed -$285K – 299
2023
Q4 		$285K Buy
727
+40
+6% +$15.2K 0.09% 206
2023
Q3 		$251K Buy
+687
New +$261K 0.08% 221
2023
Q1 		– Sell
-41
Closed -$7.47K – 933
2022
Q4 		$7.47K Buy
+41
New +$7.3K ﹤0.01% 934

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Accurate Wealth Management's MDB Position: Q1 2026 in Review

Accurate Wealth Management sold out of MongoDB (MDB) in Q1 2026, closing a stake of 961 shares — an estimated $392K sold.

Accurate Wealth Management first reported a position in MDB in Q4 2022 and held it in 4 quarters. The position peaked at $392K in Q4 2025. 816 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • Accurate Wealth Management reported no remaining MongoDB position as of Q1 2026 after selling out during the quarter.
  • Accurate Wealth Management sold 961 MongoDB shares in Q1 2026, an estimated $392K.
  • Accurate Wealth Management first reported a position in MongoDB in Q4 2022 and held it in 4 quarters.
  • Accurate Wealth Management's MongoDB position peaked at $392K in Q4 2025.
  • 816 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Accurate Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.