Curio Wealth’s MongoDB MDB Stock Holding History

Curio Wealth’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	-19	Closed	-$4.65K	–	708
2026 Q1	$4.65K	Hold	19	–	–	﹤0.01%	269
2025 Q4	$8.28K	Buy	+19	New	+$6.91K	﹤0.01%	258
2025 Q3	–	Sell	-19	Closed	-$3.99K	–	333
2025 Q2	$3.99K	Buy	19 +18	+1,800%	+$3.33K	﹤0.01%	248
2025 Q1	$4.42K	Buy	+1	New	+$244	﹤0.01%	272

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 $3.38T AUM 44.17% 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

Curio Wealth's MDB Position: Q2 2026 in Review

Curio Wealth sold out of MongoDB (MDB) in Q2 2026, closing a stake of 19 shares — an estimated $4.65K sold.

Curio Wealth first reported a position in MDB in Q1 2025 and held it in 4 quarters. The position peaked at $8.28K in Q4 2025. 873 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Curio Wealth reported no remaining MongoDB position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 19 MongoDB shares in Q2 2026, an estimated $4.65K.
Curio Wealth first reported a position in MongoDB in Q1 2025 and held it in 4 quarters.
Curio Wealth's MongoDB position peaked at $8.28K in Q4 2025.
873 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.