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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
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

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

Capital Advisors Ltd's MDB Position: Q2 2026 in Review

Capital Advisors Ltd reduced its MongoDB (MDB) stake by 6.3% in Q2 2026, selling an estimated $900 and leaving 45 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

Capital Advisors Ltd first reported a position in MDB in Q4 2021 and has held it in 17 quarters since. The position peaked at $28K in Q2 2023. 870 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Capital Advisors Ltd held 45 shares of MongoDB worth $15K as of Q2 2026.
  • Capital Advisors Ltd sold 3 MongoDB shares in Q2 2026, an estimated $900.
  • MongoDB made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #760 holding.
  • Capital Advisors Ltd first reported a position in MongoDB in Q4 2021 and has held it in 17 quarters since.
  • Capital Advisors Ltd's MongoDB position peaked at $28K in Q2 2023.
  • 870 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.