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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
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 $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

Arkadios Wealth Advisors's MDB Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its MongoDB (MDB) stake by 93% in Q1 2026, buying an estimated $663K and bringing the position to 4,116 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #780.

Arkadios Wealth Advisors first reported a position in MDB in Q2 2025 and has held it in 4 quarters since. 811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • Arkadios Wealth Advisors held 4,116 shares of MongoDB worth $1.01M as of Q1 2026.
  • Arkadios Wealth Advisors bought 1,982 MongoDB shares in Q1 2026, an estimated $663K.
  • MongoDB made up 0.02% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #780 holding.
  • Arkadios Wealth Advisors first reported a position in MongoDB in Q2 2025 and has held it in 4 quarters since.
  • 811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.