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CBIZ Investment Advisory Services’s MongoDB MDB Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-20
Closed -$8.39K – 616
2025
Q4 		$8.39K Buy
20
+1
+5% +$364 ﹤0.01% 411
2025
Q3 		$5.9K Hold
19
– – ﹤0.01% 426
2025
Q2 		$3.99K Sell
19
-1
-5% -$185 ﹤0.01% 460
2025
Q1 		$3.51K Buy
20
+14
+233% +$3.41K ﹤0.01% 428
2024
Q4 		$1.4K Sell
6
-11
-65% -$3.11K ﹤0.01% 425
2024
Q3 		$4.59K Hold
17
– – ﹤0.01% 302
2024
Q2 		$4.25K Buy
+17
New +$5.37K ﹤0.01% 302

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

CBIZ Investment Advisory Services's MDB Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of MongoDB (MDB) in Q1 2026, closing a stake of 20 shares — an estimated $8.39K sold.

CBIZ Investment Advisory Services first reported a position in MDB in Q2 2024 and held it in 7 quarters. The position peaked at $8.39K in Q4 2025. 816 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining MongoDB position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 20 MongoDB shares in Q1 2026, an estimated $8.39K.
  • CBIZ Investment Advisory Services first reported a position in MongoDB in Q2 2024 and held it in 7 quarters.
  • CBIZ Investment Advisory Services's MongoDB position peaked at $8.39K in Q4 2025.
  • 816 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.