Capstone Investment Advisors
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Capstone Investment Advisors’s MongoDB MDB Stock Holding History

Capstone 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 		$565K Buy
2,310
+714
+45% +$239K ﹤0.01% 1089
2025
Q4 		$670K Sell
1,596
-2,595
-62% -$944K 0.01% 1030
2025
Q3 		$1.3M Buy
+4,191
New +$1.08M 0.01% 919
2025
Q1 		– Sell
-6,771
Closed -$1.58M – 1704
2024
Q4 		$1.58M Buy
6,771
+1,204
+22% +$340K 0.02% 923
2024
Q3 		$1.51M Buy
5,567
+235
+4% +$61K 0.03% 834
2024
Q2 		$1.33M Buy
5,332
+3,194
+149% +$1.01M 0.03% 872
2024
Q1 		$767K Buy
+2,138
New +$874K 0.01% 1303
2022
Q2 		– Sell
-476
Closed -$211K – 2065
2022
Q1 		$211K Buy
+476
New +$186K ﹤0.01% 1660
2018
Q3 		– Sell
-17,600
Closed -$873K – 1367
2018
Q2 		$873K Buy
+17,600
New +$790K 0.04% 398

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VPM
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VCM
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
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DZ Bank
DZ Bank Frankfurt Am Main, Germany $110B 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 $61.3B AUM 26.25% 1-Year Est. Return