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Advisors Asset Management’s MongoDB MDB Stock Holding History

Advisors Asset 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 		$1.51M Buy
6,187
+1,269
+26% +$424K 0.03% 679
2025
Q4 		$2.06M Buy
4,918
+2,097
+74% +$763K 0.03% 585
2025
Q3 		$876K Buy
2,821
+1,542
+121% +$396K 0.01% 827
2025
Q2 		$269K Buy
1,279
+915
+251% +$169K ﹤0.01% 1064
2025
Q1 		$63.8K Buy
364
+14
+4% +$3.41K ﹤0.01% 1260
2024
Q4 		$81.5K Sell
350
-10
-3% -$2.82K ﹤0.01% 1258
2024
Q3 		$97.3K Buy
360
+2
+0.6% +$520 ﹤0.01% 1231
2024
Q2 		$89.5K Buy
358
+34
+10% +$10.7K ﹤0.01% 1215
2024
Q1 		$116K Buy
324
+37
+13% +$15.1K ﹤0.01% 1197
2023
Q4 		$117K Buy
287
+27
+10% +$10.2K ﹤0.01% 1183
2023
Q3 		$89.9K Buy
260
+15
+6% +$5.69K ﹤0.01% 1204
2023
Q2 		$101K Sell
245
-109
-31% -$31.8K ﹤0.01% 1205
2023
Q1 		$82.5K Sell
354
-196
-36% -$41.1K ﹤0.01% 1245
2022
Q4 		$108K Sell
550
-161
-23% -$28.7K ﹤0.01% 1232
2022
Q3 		$141K Sell
711
-326
-31% -$95.1K ﹤0.01% 1206
2022
Q2 		$269K Sell
1,037
-492
-32% -$154K 0.01% 1089
2022
Q1 		$678K Sell
1,529
-107
-7% -$41.8K 0.01% 920
2021
Q4 		$866K Buy
1,636
+232
+17% +$119K 0.01% 861
2021
Q3 		$662K Buy
1,404
+191
+16% +$76.9K 0.01% 929
2021
Q2 		$439K Buy
1,213
+341
+39% +$105K 0.01% 1049
2021
Q1 		$233K Buy
872
+444
+104% +$157K ﹤0.01% 1184
2020
Q4 		$154K Sell
428
-152
-26% -$42.5K ﹤0.01% 1286
2020
Q3 		$134K Buy
+580
New +$126K ﹤0.01% 1264

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

Advisors Asset Management's MDB Position: Q1 2026 in Review

Advisors Asset Management increased its MongoDB (MDB) stake by 26% in Q1 2026, buying an estimated $424K and bringing the position to 6,187 shares worth $1.51M. The position accounts for 0.03% of the portfolio, ranked #679.

Advisors Asset Management first reported a position in MDB in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.06M in Q4 2025. 811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • Advisors Asset Management held 6,187 shares of MongoDB worth $1.51M as of Q1 2026.
  • Advisors Asset Management bought 1,269 MongoDB shares in Q1 2026, an estimated $424K.
  • MongoDB made up 0.03% of Advisors Asset Management's portfolio in Q1 2026, its #679 holding.
  • Advisors Asset Management first reported a position in MongoDB in Q3 2020 and has held it in 23 quarters since.
  • Advisors Asset Management's MongoDB position peaked at $2.06M in Q4 2025.
  • 811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.