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 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 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Capital Analysts LLC's MDB Position: Q1 2026 in Review

Capital Analysts LLC held its MongoDB (MDB) position steady in Q1 2026 at 5 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1507.

Capital Analysts LLC first reported a position in MDB in Q3 2018 and has held it in 10 quarters since. The position peaked at $2K in Q4 2025. 811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

Capital Analysts LLC held 5 shares of MongoDB worth $1K as of Q1 2026.
Capital Analysts LLC left its MongoDB share count unchanged in Q1 2026.
MongoDB made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1507 holding.
Capital Analysts LLC first reported a position in MongoDB in Q3 2018 and has held it in 10 quarters since.
Capital Analysts LLC's MongoDB position peaked at $2K in Q4 2025.
811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.