Atomi Financial Group’s MongoDB MDB Stock Holding History

Atomi Financial Group’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	-972	Closed	-$408K	–	1278
2025 Q4	$408K	Buy	972 +302	+45%	+$110K	0.01%	790
2025 Q3	$208K	Buy	+670	New	+$172K	0.01%	1099

Other funds holding MDB

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Atomi Financial Group's MDB Position: Q1 2026 in Review

Atomi Financial Group sold out of MongoDB (MDB) in Q1 2026, closing a stake of 972 shares — an estimated $408K sold.

Atomi Financial Group first reported a position in MDB in Q3 2025 and held it in 2 quarters. The position peaked at $408K in Q4 2025. 811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

Atomi Financial Group reported no remaining MongoDB position as of Q1 2026 after selling out during the quarter.
Atomi Financial Group sold 972 MongoDB shares in Q1 2026, an estimated $408K.
Atomi Financial Group first reported a position in MongoDB in Q3 2025 and held it in 2 quarters.
Atomi Financial Group's MongoDB position peaked at $408K in Q4 2025.
811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.