CVA Family Office’s MongoDB MDB Stock Holding History

CVA Family Office’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	$52.6K	Sell	215 -20	-9%	-$6.69K	0.01%	582
2025 Q4	$98.6K	Buy	235 +1	+0.4%	+$364	0.01%	423
2025 Q3	$72.6K	Buy	234 +2	+0.9%	+$514	0.01%	481
2025 Q2	$48.7K	Buy	232 +34	+17%	+$6.29K	0.01%	552
2025 Q1	$34.7K	Buy	198 +14	+8%	+$3.41K	0.01%	581
2024 Q4	$42.8K	Sell	184 -15	-8%	-$4.24K	0.01%	550
2024 Q3	$53.8K	Buy	199 +19	+11%	+$4.94K	0.01%	495
2024 Q2	$45K	Buy	180 +1	+0.6%	+$316	0.01%	515
2024 Q1	$64.2K	Buy	179 +1	+0.6%	+$409	0.01%	438
2023 Q4	$72.8K	Buy	+178	New	+$67.5K	0.01%	394
2023 Q3	–	Sell	-110	Closed	-$45.2K	–	662
2023 Q2	$45.2K	Hold	110	–	–	0.01%	469
2023 Q1	$25.6K	Hold	110	–	–	0.01%	550
2022 Q4	$21.7K	Buy	+110	New	+$19.6K	0.01%	547
2022 Q3	–	Sell	-55	Closed	-$14K	–	907
2022 Q2	$14K	Buy	55 +20	+57%	+$6.25K	﹤0.01%	604
2022 Q1	$16K	Buy	35 +30	+600%	+$11.7K	﹤0.01%	609
2021 Q4	$3K	Buy	+5	New	+$2.56K	﹤0.01%	806
2021 Q3	–	Sell	-5	Closed	-$2K	–	662
2021 Q2	$2K	Buy	+5	New	+$1.55K	﹤0.01%	889

Other funds holding MDB

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return

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 $61.3B AUM 26.25% 1-Year Est. Return