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Addison Advisors’s MongoDB MDB Stock Holding History

Addison 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 		$672 Buy
2
+1
+100% +$300 ﹤0.01% 640
2026
Q1 		$245 Sell
1
-3
-75% -$1K ﹤0.01% 955
2025
Q4 		$1.68K Buy
+4
New +$1.46K ﹤0.01% 799
2025
Q1 		– Sell
-12
Closed -$2.79K – 863
2024
Q4 		$2.79K Hold
12
– – ﹤0.01% 721
2024
Q3 		$3.25K Hold
12
– – ﹤0.01% 702
2024
Q2 		$3K Hold
12
– – ﹤0.01% 678
2024
Q1 		$4.3K Buy
+12
New +$4.9K ﹤0.01% 583

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

Addison Advisors's MDB Position: Q2 2026 in Review

Addison Advisors increased its MongoDB (MDB) stake by 100% in Q2 2026, buying an estimated $300 and bringing the position to 2 shares worth $672. The position accounts for ﹤0.01% of the portfolio, ranked #640.

Addison Advisors first reported a position in MDB in Q1 2024 and has held it in 7 quarters since. The position peaked at $4.3K in Q1 2024. 870 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Addison Advisors held 2 shares of MongoDB worth $672 as of Q2 2026.
  • Addison Advisors bought 1 MongoDB share in Q2 2026, an estimated $300.
  • MongoDB made up ﹤0.01% of Addison Advisors's portfolio in Q2 2026, its #640 holding.
  • Addison Advisors first reported a position in MongoDB in Q1 2024 and has held it in 7 quarters since.
  • Addison Advisors's MongoDB position peaked at $4.3K in Q1 2024.
  • 870 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.