Beacon Pointe Advisors’s MongoDB MDB Stock Holding History

Beacon Pointe 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	$2.92M	Buy	11,917 +2,246	+23%	+$751K	0.02%	626
2025 Q4	$4.06M	Buy	9,671 +330	+4%	+$120K	0.03%	438
2025 Q3	$2.9M	Buy	+9,341	New	+$2.4M	0.02%	465
2024 Q3	–	Sell	-830	Closed	-$207K	–	1275
2024 Q2	$207K	Sell	830 -116	-12%	-$36.6K	﹤0.01%	1182
2024 Q1	$339K	Sell	946 -23	-2%	-$9.4K	﹤0.01%	1068
2023 Q4	$396K	Sell	969 -13	-1%	-$4.93K	﹤0.01%	978
2023 Q3	$340K	Buy	982 +74	+8%	+$28.1K	﹤0.01%	1013
2023 Q2	$373K	Buy	+908	New	+$265K	0.01%	811
2022 Q2	–	Sell	-678	Closed	-$301K	–	1160
2022 Q1	$301K	Buy	678 +297	+78%	+$116K	﹤0.01%	978
2021 Q4	$202K	Buy	+381	New	+$195K	0.01%	876

Other funds holding MDB

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Beacon Pointe Advisors's MDB Position: Q1 2026 in Review

Beacon Pointe Advisors increased its MongoDB (MDB) stake by 23% in Q1 2026, buying an estimated $751K and bringing the position to 11,917 shares worth $2.92M. The position accounts for 0.02% of the portfolio, ranked #626.

Beacon Pointe Advisors first reported a position in MDB in Q4 2021 and has held it in 10 quarters since. The position peaked at $4.06M in Q4 2025. 811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

Beacon Pointe Advisors held 11,917 shares of MongoDB worth $2.92M as of Q1 2026.
Beacon Pointe Advisors bought 2,246 MongoDB shares in Q1 2026, an estimated $751K.
MongoDB made up 0.02% of Beacon Pointe Advisors's portfolio in Q1 2026, its #626 holding.
Beacon Pointe Advisors first reported a position in MongoDB in Q4 2021 and has held it in 10 quarters since.
Beacon Pointe Advisors's MongoDB position peaked at $4.06M in Q4 2025.
811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.