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Concurrent Investment Advisors’s MongoDB MDB Stock Holding History

Concurrent 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
Q2 		– Sell
-910
Closed -$223K – 2167
2026
Q1 		$223K Buy
910
+22
+2% +$7.36K ﹤0.01% 1688
2025
Q4 		$373K Buy
+888
New +$323K ﹤0.01% 1282
2024
Q2 		– Sell
-598
Closed -$214K – 1051
2024
Q1 		$214K Sell
598
-122
-17% -$49.8K 0.01% 789
2023
Q4 		$294K Buy
+720
New +$273K 0.01% 655

Other funds holding MDB

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Concurrent Investment Advisors's MDB Position: Q2 2026 in Review

Concurrent Investment Advisors sold out of MongoDB (MDB) in Q2 2026, closing a stake of 910 shares — an estimated $223K sold.

Concurrent Investment Advisors first reported a position in MDB in Q4 2023 and held it in 4 quarters. The position peaked at $373K in Q4 2025. 260 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Concurrent Investment Advisors reported no remaining MongoDB position as of Q2 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 910 MongoDB shares in Q2 2026, an estimated $223K.
  • Concurrent Investment Advisors first reported a position in MongoDB in Q4 2023 and held it in 4 quarters.
  • Concurrent Investment Advisors's MongoDB position peaked at $373K in Q4 2025.
  • 260 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.