AWM
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Axxcess Wealth Management’s MongoDB MDB Stock Holding History

Axxcess Wealth Management’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
-1,247
Closed -$523K – 750
2025
Q4 		$523K Sell
1,247
-115
-8% -$41.8K 0.01% 693
2025
Q3 		$423K Buy
+1,362
New +$350K 0.01% 666

Other funds holding MDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Axxcess Wealth Management's MDB Position: Q1 2026 in Review

Axxcess Wealth Management sold out of MongoDB (MDB) in Q1 2026, closing a stake of 1,247 shares — an estimated $523K sold.

Axxcess Wealth Management first reported a position in MDB in Q3 2025 and held it in 2 quarters. The position peaked at $523K in Q4 2025. 814 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • Axxcess Wealth Management reported no remaining MongoDB position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 1,247 MongoDB shares in Q1 2026, an estimated $523K.
  • Axxcess Wealth Management first reported a position in MongoDB in Q3 2025 and held it in 2 quarters.
  • Axxcess Wealth Management's MongoDB position peaked at $523K in Q4 2025.
  • 814 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.