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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
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 $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
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 $2.9T AUM 29.55% 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

Caerus Investment Advisors's MDB Position: Q1 2026 in Review

Caerus Investment Advisors increased its MongoDB (MDB) stake by 19% in Q1 2026, buying an estimated $44.5K and bringing the position to 819 shares worth $200K. The position accounts for 0.08% of the portfolio, ranked #250.

Caerus Investment Advisors first reported a position in MDB in Q4 2025 and has held it in 2 quarters since. The position peaked at $288K in Q4 2025. 812 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • Caerus Investment Advisors held 819 shares of MongoDB worth $200K as of Q1 2026.
  • Caerus Investment Advisors bought 133 MongoDB shares in Q1 2026, an estimated $44.5K.
  • MongoDB made up 0.08% of Caerus Investment Advisors's portfolio in Q1 2026, its #250 holding.
  • Caerus Investment Advisors first reported a position in MongoDB in Q4 2025 and has held it in 2 quarters since.
  • Caerus Investment Advisors's MongoDB position peaked at $288K in Q4 2025.
  • 812 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.