Capital Advisors Ltd
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Capital Advisors Ltd’s MongoDB MDB Stock Holding History

Capital Advisors Ltd’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
Q3 		$18K Buy
51
+6
+13% +$2.26K ﹤0.01% 720
2026
Q2 		$15K Sell
45
-3
-6% -$900 ﹤0.01% 760
2026
Q1 		$12K Buy
48
+3
+7% +$1K ﹤0.01% 792
2025
Q4 		$19K Hold
45
– – ﹤0.01% 667
2025
Q3 		$14K Hold
45
– – ﹤0.01% 728
2025
Q2 		$9K Buy
45
+18
+67% +$3.33K ﹤0.01% 818
2025
Q1 		$5K Sell
27
-47
-64% -$11.5K ﹤0.01% 916
2024
Q4 		$17K Hold
74
– – ﹤0.01% 644
2024
Q3 		$20K Sell
74
-1
-1% -$260 ﹤0.01% 614
2024
Q2 		$19K Buy
75
+8
+12% +$2.53K ﹤0.01% 602
2024
Q1 		$24K Hold
67
– – ﹤0.01% 558
2023
Q4 		$27K Hold
67
– – ﹤0.01% 522
2023
Q3 		$23K Hold
67
– – ﹤0.01% 528
2023
Q2 		$28K Buy
67
+38
+131% +$11.1K ﹤0.01% 517
2023
Q1 		$7K Sell
29
-44
-60% -$9.23K ﹤0.01% 620
2022
Q4 		$7K Buy
73
+63
+630% +$11.2K ﹤0.01% 606
2022
Q3 		$2K Buy
+10
New +$2.92K ﹤0.01% 867
2022
Q1 		– Sell
-1
Closed -$1K – 1092
2021
Q4 		$1K Buy
+1
New +$512 ﹤0.01% 711

Other funds holding MDB

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Capital Advisors Ltd's MDB Position: Q3 2026 in Review

Capital Advisors Ltd increased its MongoDB (MDB) stake by 13% in Q3 2026, buying an estimated $2.26K and bringing the position to 51 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #720.

Capital Advisors Ltd first reported a position in MDB in Q4 2021 and has held it in 18 quarters since. The position peaked at $28K in Q2 2023. 222 funds tracked by Wall St. Rank hold MDB as of Q3 2026.

  • Capital Advisors Ltd held 51 shares of MongoDB worth $18K as of Q3 2026.
  • Capital Advisors Ltd bought 6 MongoDB shares in Q3 2026, an estimated $2.26K.
  • MongoDB made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q3 2026, its #720 holding.
  • Capital Advisors Ltd first reported a position in MongoDB in Q4 2021 and has held it in 18 quarters since.
  • Capital Advisors Ltd's MongoDB position peaked at $28K in Q2 2023.
  • 222 funds tracked by Wall St. Rank held MongoDB as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.