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
Q2 		$10.4M Buy
31,061
+6,748
+28% +$2.02M 0.01% 1127
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 $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

Cetera Investment Advisers's MDB Position: Q2 2026 in Review

Cetera Investment Advisers increased its MongoDB (MDB) stake by 28% in Q2 2026, buying an estimated $2.02M and bringing the position to 31,061 shares worth $10.4M. The position accounts for 0.01% of the portfolio, ranked #1127.

Cetera Investment Advisers first reported a position in MDB in Q4 2022 and has held it in 15 quarters since. 872 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Cetera Investment Advisers held 31,061 shares of MongoDB worth $10.4M as of Q2 2026.
  • Cetera Investment Advisers bought 6,748 MongoDB shares in Q2 2026, an estimated $2.02M.
  • MongoDB made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1127 holding.
  • Cetera Investment Advisers first reported a position in MongoDB in Q4 2022 and has held it in 15 quarters since.
  • 872 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.