Cetera Investment Advisers
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Cetera Investment Advisers’s MongoDB MDB Stock Holding History

Cetera Investment Advisers’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 		$5.95M Buy
24,313
+4,925
+25% +$1.65M 0.01% 1392
2025
Q4 		$8.14M Buy
19,388
+5,039
+35% +$1.83M 0.01% 1158
2025
Q3 		$4.45M Sell
14,349
-3,702
-21% -$952K 0.01% 1491
2025
Q2 		$3.79M Sell
18,051
-1,373
-7% -$254K 0.01% 1373
2025
Q1 		$3.41M Buy
19,424
+5,108
+36% +$1.24M 0.01% 1364
2024
Q4 		$3.33M Buy
14,316
+4,384
+44% +$1.24M 0.01% 1286
2024
Q3 		$2.69M Buy
9,932
+1,492
+18% +$388K 0.01% 1397
2024
Q2 		$2.11M Sell
8,440
-2,433
-22% -$768K ﹤0.01% 1535
2024
Q1 		$3.9M Buy
10,873
+8,330
+328% +$3.4M 0.01% 1114
2023
Q4 		$1.04M Buy
2,543
+422
+20% +$160K 0.01% 1089
2023
Q3 		$734K Sell
2,121
-4,138
-66% -$1.57M 0.01% 1223
2023
Q2 		$2.57M Buy
6,259
+4,054
+184% +$1.18M 0.02% 666
2023
Q1 		$514K Buy
2,205
+699
+46% +$147K ﹤0.01% 1411
2022
Q4 		$296K Buy
+1,506
New +$268K ﹤0.01% 1672

Other funds holding MDB

BlackRock
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B 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 $62.3B AUM 26.25% 1-Year Est. Return

Cetera Investment Advisers's MDB Position: Q1 2026 in Review

Cetera Investment Advisers increased its MongoDB (MDB) stake by 25% in Q1 2026, buying an estimated $1.65M and bringing the position to 24,313 shares worth $5.95M. The position accounts for 0.01% of the portfolio, ranked #1392.

Cetera Investment Advisers first reported a position in MDB in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.14M in Q4 2025. 811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • Cetera Investment Advisers held 24,313 shares of MongoDB worth $5.95M as of Q1 2026.
  • Cetera Investment Advisers bought 4,925 MongoDB shares in Q1 2026, an estimated $1.65M.
  • MongoDB made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1392 holding.
  • Cetera Investment Advisers first reported a position in MongoDB in Q4 2022 and has held it in 14 quarters since.
  • Cetera Investment Advisers's MongoDB position peaked at $8.14M in Q4 2025.
  • 811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.