Avestar Capital
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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
Q3 		– Sell
-1,807
Closed -$607K – 569
2026
Q2 		$607K Sell
1,807
-6
-0.3% -$1.8K 0.03% 338
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% 242
2024
Q2 		$493K Sell
1,973
-89
-4% -$28.1K 0.05% 249
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Avestar Capital's MDB Position: Q3 2026 in Review

Avestar Capital sold out of MongoDB (MDB) in Q3 2026, closing a stake of 1,807 shares — an estimated $607K sold.

Avestar Capital first reported a position in MDB in Q2 2020 and held it in 25 quarters. The position peaked at $1.63M in Q4 2021. 519 funds tracked by Wall St. Rank hold MDB as of Q3 2026.

  • Avestar Capital reported no remaining MongoDB position as of Q3 2026 after selling out during the quarter.
  • Avestar Capital sold 1,807 MongoDB shares in Q3 2026, an estimated $607K.
  • Avestar Capital first reported a position in MongoDB in Q2 2020 and held it in 25 quarters.
  • Avestar Capital's MongoDB position peaked at $1.63M in Q4 2021.
  • 519 funds tracked by Wall St. Rank held MongoDB as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.