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B.O.S.S. Retirement Advisors’s MongoDB MDB Stock Holding History

B.O.S.S. Retirement Advisors’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
-825
Closed -$346K – 189
2025
Q4 		$346K Sell
825
-1,319
-62% -$480K 0.11% 119
2025
Q3 		$665K Sell
2,144
-140
-6% -$36K 0.16% 105
2025
Q2 		$480K Sell
2,284
-165
-7% -$30.5K 0.12% 119
2025
Q1 		$430K Sell
2,449
-156
-6% -$38K 0.12% 112
2024
Q4 		$606K Buy
+2,605
New +$736K 0.17% 103

Other funds holding MDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 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 $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

B.O.S.S. Retirement Advisors's MDB Position: Q1 2026 in Review

B.O.S.S. Retirement Advisors sold out of MongoDB (MDB) in Q1 2026, closing a stake of 825 shares — an estimated $346K sold.

B.O.S.S. Retirement Advisors first reported a position in MDB in Q4 2024 and held it in 5 quarters. The position peaked at $665K in Q3 2025. 815 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • B.O.S.S. Retirement Advisors reported no remaining MongoDB position as of Q1 2026 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 825 MongoDB shares in Q1 2026, an estimated $346K.
  • B.O.S.S. Retirement Advisors first reported a position in MongoDB in Q4 2024 and held it in 5 quarters.
  • B.O.S.S. Retirement Advisors's MongoDB position peaked at $665K in Q3 2025.
  • 815 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.