AWA
MDB icon

Arkadios Wealth Advisors’s MongoDB MDB Stock Holding History

Arkadios Wealth 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 		$1.31M Sell
3,905
-211
-5% -$63.3K 0.02% 701
2026
Q1 		$1.01M Buy
4,116
+1,982
+93% +$663K 0.02% 780
2025
Q4 		$895K Sell
2,134
-267
-11% -$97.1K 0.02% 747
2025
Q3 		$745K Buy
2,401
+24
+1% +$6.17K 0.02% 765
2025
Q2 		$499K Buy
+2,377
New +$439K 0.01% 845

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

Arkadios Wealth Advisors's MDB Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its MongoDB (MDB) stake by 5.1% in Q2 2026, selling an estimated $63.3K and leaving 3,905 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #701.

Arkadios Wealth Advisors first reported a position in MDB in Q2 2025 and has held it in 5 quarters since. 870 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Arkadios Wealth Advisors held 3,905 shares of MongoDB worth $1.31M as of Q2 2026.
  • Arkadios Wealth Advisors sold 211 MongoDB shares in Q2 2026, an estimated $63.3K.
  • MongoDB made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #701 holding.
  • Arkadios Wealth Advisors first reported a position in MongoDB in Q2 2025 and has held it in 5 quarters since.
  • 870 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

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