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Caerus Investment Advisors’s MongoDB MDB Stock Holding History

Caerus Investment 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
Q2 		$305K Buy
907
+88
+11% +$26.4K 0.1% 203
2026
Q1 		$200K Buy
819
+133
+19% +$44.5K 0.08% 250
2025
Q4 		$288K Buy
+686
New +$250K 0.09% 232

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Caerus Investment Advisors's MDB Position: Q2 2026 in Review

Caerus Investment Advisors increased its MongoDB (MDB) stake by 11% in Q2 2026, buying an estimated $26.4K and bringing the position to 907 shares worth $305K. The position accounts for 0.1% of the portfolio, ranked #203.

Caerus Investment Advisors first reported a position in MDB in Q4 2025 and has held it in 3 quarters since. 872 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Caerus Investment Advisors held 907 shares of MongoDB worth $305K as of Q2 2026.
  • Caerus Investment Advisors bought 88 MongoDB shares in Q2 2026, an estimated $26.4K.
  • MongoDB made up 0.1% of Caerus Investment Advisors's portfolio in Q2 2026, its #203 holding.
  • Caerus Investment Advisors first reported a position in MongoDB in Q4 2025 and has held it in 3 quarters since.
  • 872 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.