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Atria Investments’s MongoDB MDB Stock Holding History

Atria Investments’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 		$831K Buy
3,397
+1,853
+120% +$620K 0.01% 1162
2025
Q4 		$648K Buy
1,544
+852
+123% +$310K 0.01% 1298
2025
Q3 		$215K Buy
+692
New +$178K ﹤0.01% 1908
2025
Q2 		– Sell
-1,685
Closed -$296K – 2046
2025
Q1 		$296K Buy
1,685
+196
+13% +$47.8K ﹤0.01% 1628
2024
Q4 		$347K Sell
1,489
-686
-32% -$194K ﹤0.01% 1523
2024
Q3 		$588K Buy
2,175
+135
+7% +$35.1K 0.01% 1245
2024
Q2 		$510K Sell
2,040
-1,219
-37% -$385K 0.01% 1289
2024
Q1 		$1.17M Buy
3,259
+39
+1% +$15.9K 0.02% 888
2023
Q4 		$1.32M Buy
+3,220
New +$1.22M 0.02% 778
2023
Q3 		– Sell
-2,788
Closed -$1.15M – 874
2023
Q2 		$1.15M Buy
+2,788
New +$813K 0.02% 776

Other funds holding MDB

BlackRock
BlackRock New York $5.7T 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 $110B 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 $61.3B AUM 26.25% 1-Year Est. Return