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Capital Analysts LLC’s MongoDB MDB Stock Holding History

Capital Analysts LLC’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 		– Sell
-5
Closed -$1K – 1577
2026
Q1 		$1K Hold
5
– – ﹤0.01% 1507
2025
Q4 		$2K Hold
5
– – ﹤0.01% 1416
2025
Q3 		$2K Hold
5
– – ﹤0.01% 1375
2025
Q2 		$1K Sell
5
-3
-38% -$555 ﹤0.01% 1360
2025
Q1 		$1K Hold
8
– – ﹤0.01% 1340
2024
Q4 		$2K Hold
8
– – ﹤0.01% 1226
2024
Q3 		$2K Buy
+8
New +$2.08K ﹤0.01% 1222
2022
Q4 		– Sell
-6
Closed -$1K – 1126
2022
Q3 		$1K Buy
+6
New +$1.75K ﹤0.01% 1058
2019
Q1 		– Sell
-7
Closed -$1K – 674
2018
Q4 		$1K Hold
7
– – ﹤0.01% 575
2018
Q3 		$1K Buy
+7
New +$467 ﹤0.01% 551

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 Analysts LLC's MDB Position: Q2 2026 in Review

Capital Analysts LLC sold out of MongoDB (MDB) in Q2 2026, closing a stake of 5 shares — an estimated $1K sold.

Capital Analysts LLC first reported a position in MDB in Q3 2018 and held it in 10 quarters. The position peaked at $2K in Q4 2025. 870 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Capital Analysts LLC reported no remaining MongoDB position as of Q2 2026 after selling out during the quarter.
  • Capital Analysts LLC sold 5 MongoDB shares in Q2 2026, an estimated $1K.
  • Capital Analysts LLC first reported a position in MongoDB in Q3 2018 and held it in 10 quarters.
  • Capital Analysts LLC's MongoDB position peaked at $2K in Q4 2025.
  • 870 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.