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Avestar Capital’s MongoDB MDB Stock Holding History

Avestar Capital’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 		$444K Buy
1,813
+5
+0.3% +$1.67K 0.03% 378
2025
Q4 		$759K Sell
1,808
-16
-0.9% -$5.82K 0.05% 265
2025
Q3 		$566K Sell
1,824
-146
-7% -$37.5K 0.04% 318
2025
Q2 		$414K Sell
1,970
-3
-0.2% -$555 0.03% 345
2025
Q1 		$346K Sell
1,973
-192
-9% -$46.8K 0.03% 349
2024
Q4 		$504K Buy
2,165
+42
+2% +$11.9K 0.04% 292
2024
Q3 		$574K Buy
2,123
+150
+8% +$39K 0.06% 241
2024
Q2 		$493K Sell
1,973
-89
-4% -$28.1K 0.05% 248
2024
Q1 		$740K Buy
2,062
+186
+10% +$76K 0.08% 181
2023
Q4 		$767K Buy
1,876
+63
+3% +$23.9K 0.09% 149
2023
Q3 		$627K Sell
1,813
-3
-0.2% -$1.14K 0.09% 144
2023
Q2 		$746K Buy
1,816
+5
+0.3% +$1.46K 0.12% 109
2023
Q1 		$422K Hold
1,811
– – 0.08% 164
2022
Q4 		$356K Sell
1,811
-970
-35% -$173K 0.06% 181
2022
Q3 		$552K Sell
2,781
-307
-10% -$89.6K 0.14% 108
2022
Q2 		$801K Hold
3,088
– – 0.2% 77
2022
Q1 		$1.37M Buy
3,088
+17
+0.6% +$6.65K 0.22% 96
2021
Q4 		$1.63M Hold
3,071
– – 0.2% 112
2021
Q3 		$1.45M Hold
3,071
– – 0.19% 132
2021
Q2 		$1.11M Hold
3,071
– – 0.15% 167
2021
Q1 		$972K Buy
3,071
+1,786
+139% +$633K 0.22% 102
2020
Q4 		$461K Hold
1,285
– – 0.13% 141
2020
Q3 		$309K Hold
1,285
– – 0.1% 159
2020
Q2 		$291K Buy
+1,285
New +$238K 0.13% 141

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

Avestar Capital's MDB Position: Q1 2026 in Review

Avestar Capital increased its MongoDB (MDB) stake by 0.28% in Q1 2026, buying an estimated $1.67K and bringing the position to 1,813 shares worth $444K. The position accounts for 0.03% of the portfolio, ranked #378.

Avestar Capital first reported a position in MDB in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.63M in Q4 2021. 811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • Avestar Capital held 1,813 shares of MongoDB worth $444K as of Q1 2026.
  • Avestar Capital bought 5 MongoDB shares in Q1 2026, an estimated $1.67K.
  • MongoDB made up 0.03% of Avestar Capital's portfolio in Q1 2026, its #378 holding.
  • Avestar Capital first reported a position in MongoDB in Q2 2020 and has held it in 24 quarters since.
  • Avestar Capital's MongoDB position peaked at $1.63M in Q4 2021.
  • 811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.