Crewe Advisors’s MongoDB MDB Stock Holding History

Crewe 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	$336K	Hold	1,000	–	–	0.02%	169
2026 Q1	$245K	Hold	1,000	–	–	0.02%	193
2025 Q4	$420K	Sell	1,000 -2	-0.2%	-$728	0.04%	142
2025 Q3	$311K	Hold	1,002	–	–	0.03%	161
2025 Q2	$210K	Hold	1,002	–	–	0.03%	147
2025 Q1	$176K	Buy	1,002 +2	+0.2%	+$487	0.02%	147
2024 Q4	$233K	Hold	1,000	–	–	0.03%	132
2024 Q3	$270K	Hold	1,000	–	–	0.03%	124
2024 Q2	$250K	Sell	1,000 -12	-1%	-$3.79K	0.03%	154
2024 Q1	$363K	Buy	+1,012	New	+$413K	0.04%	125
2023 Q4	–	Sell	-1,000	Closed	-$346K	–	588
2023 Q3	$346K	Hold	1,000	–	–	0.06%	58
2023 Q2	$411K	Sell	1,000 -29	-3%	-$8.46K	0.06%	88
2023 Q1	$240K	Sell	1,029 -6	-0.6%	-$1.26K	0.04%	139
2022 Q4	$204K	Buy	1,035 +978	+1,716%	+$174K	0.03%	154
2022 Q3	$11K	Buy	57 +6	+12%	+$1.75K	﹤0.01%	635
2022 Q2	$13K	Buy	+51	New	+$15.9K	﹤0.01%	536

Other funds holding MDB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Crewe Advisors's MDB Position: Q2 2026 in Review

Crewe Advisors held its MongoDB (MDB) position steady in Q2 2026 at 1,000 shares worth $336K. The position accounts for 0.02% of the portfolio, ranked #169.

Crewe Advisors first reported a position in MDB in Q2 2022 and has held it in 16 quarters since. The position peaked at $420K in Q4 2025. 867 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Crewe Advisors held 1,000 shares of MongoDB worth $336K as of Q2 2026.
Crewe Advisors left its MongoDB share count unchanged in Q2 2026.
MongoDB made up 0.02% of Crewe Advisors's portfolio in Q2 2026, its #169 holding.
Crewe Advisors first reported a position in MongoDB in Q2 2022 and has held it in 16 quarters since.
Crewe Advisors's MongoDB position peaked at $420K in Q4 2025.
867 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.