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Crestwood Advisors Group’s MongoDB MDB Stock Holding History

Crestwood Advisors Group’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 		$233K Sell
695
-281
-29% -$84.3K ﹤0.01% 785
2026
Q1 		$239K Buy
+976
New +$326K ﹤0.01% 675

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

Crestwood Advisors Group's MDB Position: Q2 2026 in Review

Crestwood Advisors Group reduced its MongoDB (MDB) stake by 29% in Q2 2026, selling an estimated $84.3K and leaving 695 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #785.

Crestwood Advisors Group first reported a position in MDB in Q1 2026 and has held it in 2 quarters since. The position peaked at $239K in Q1 2026. 870 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Crestwood Advisors Group held 695 shares of MongoDB worth $233K as of Q2 2026.
  • Crestwood Advisors Group sold 281 MongoDB shares in Q2 2026, an estimated $84.3K.
  • MongoDB made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #785 holding.
  • Crestwood Advisors Group first reported a position in MongoDB in Q1 2026 and has held it in 2 quarters since.
  • Crestwood Advisors Group's MongoDB position peaked at $239K in Q1 2026.
  • 870 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.