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Clearstead Advisors’s MongoDB MDB Stock Holding History

Clearstead 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 		$292K Buy
1,192
+366
+44% +$122K ﹤0.01% 873
2025
Q4 		$347K Buy
826
+799
+2,959% +$291K ﹤0.01% 766
2025
Q3 		$8.38K Sell
27
-2
-7% -$514 ﹤0.01% 1980
2025
Q2 		$6.09K Sell
29
-125
-81% -$23.1K ﹤0.01% 2052
2025
Q1 		$27K Sell
154
-32
-17% -$7.8K ﹤0.01% 1334
2024
Q4 		$43.2K Sell
186
-217
-54% -$61.3K ﹤0.01% 1199
2024
Q3 		$109K Buy
403
+29
+8% +$7.53K ﹤0.01% 1006
2024
Q2 		$93.5K Buy
+374
New +$118K ﹤0.01% 1015
2023
Q4 		– Sell
-8
Closed -$2.77K – 1602
2023
Q3 		$2.77K Buy
+8
New +$3.04K ﹤0.01% 1352
2023
Q2 		– Sell
-155
Closed -$36.1K – 1416
2023
Q1 		$36.1K Buy
+155
New +$32.5K ﹤0.01% 730
2022
Q1 		– Sell
-4
Closed -$2K – 1430
2021
Q4 		$2K Hold
4
– – ﹤0.01% 1118
2021
Q3 		$2K Hold
4
– – ﹤0.01% 1135
2021
Q2 		$1K Hold
4
– – ﹤0.01% 1170
2021
Q1 		$1K Hold
4
– – ﹤0.01% 1039
2020
Q4 		$1K Buy
+4
New +$1.12K ﹤0.01% 936

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

Clearstead Advisors's MDB Position: Q1 2026 in Review

Clearstead Advisors increased its MongoDB (MDB) stake by 44% in Q1 2026, buying an estimated $122K and bringing the position to 1,192 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #873.

Clearstead Advisors first reported a position in MDB in Q4 2020 and has held it in 15 quarters since. The position peaked at $347K in Q4 2025. 811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • Clearstead Advisors held 1,192 shares of MongoDB worth $292K as of Q1 2026.
  • Clearstead Advisors bought 366 MongoDB shares in Q1 2026, an estimated $122K.
  • MongoDB made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #873 holding.
  • Clearstead Advisors first reported a position in MongoDB in Q4 2020 and has held it in 15 quarters since.
  • Clearstead Advisors's MongoDB position peaked at $347K in Q4 2025.
  • 811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.