E&G Advisors’s MongoDB MDB Stock Holding History

E&G 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 Q1	–	Sell	-580	Closed	-$243K	–	239
2025 Q4	$243K	Buy	+580	New	+$211K	0.05%	198
2024 Q2	–	Sell	-685	Closed	-$246K	–	209
2024 Q1	$246K	Buy	+685	New	+$280K	0.08%	176

Other funds holding MDB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

E&G Advisors's MDB Position: Q1 2026 in Review

E&G Advisors sold out of MongoDB (MDB) in Q1 2026, closing a stake of 580 shares — an estimated $243K sold.

E&G Advisors first reported a position in MDB in Q1 2024 and held it in 2 quarters. The position peaked at $246K in Q1 2024. 812 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

E&G Advisors reported no remaining MongoDB position as of Q1 2026 after selling out during the quarter.
E&G Advisors sold 580 MongoDB shares in Q1 2026, an estimated $243K.
E&G Advisors first reported a position in MongoDB in Q1 2024 and held it in 2 quarters.
E&G Advisors's MongoDB position peaked at $246K in Q1 2024.
812 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on E&G Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.