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Evanson Asset Management’s MongoDB MDB Stock Holding History

Evanson Asset Management’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
-537
Closed -$225K – 331
2025
Q4 		$225K Sell
537
-150
-22% -$54.6K 0.01% 311
2025
Q3 		$213K Buy
+687
New +$177K 0.01% 310
2025
Q1 		– Sell
-1,087
Closed -$253K – 320
2024
Q4 		$253K Sell
1,087
-150
-12% -$42.4K 0.02% 268
2024
Q3 		$334K Sell
1,237
-150
-11% -$39K 0.02% 229
2024
Q2 		$347K Sell
1,387
-150
-10% -$47.4K 0.03% 211
2024
Q1 		$551K Sell
1,537
-150
-9% -$61.3K 0.04% 169
2023
Q4 		$690K Buy
+1,687
New +$640K 0.06% 135

Other funds holding MDB

BlackRock
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
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
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
State Street
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 $62.3B AUM 26.25% 1-Year Est. Return

Evanson Asset Management's MDB Position: Q1 2026 in Review

Evanson Asset Management sold out of MongoDB (MDB) in Q1 2026, closing a stake of 537 shares — an estimated $225K sold.

Evanson Asset Management first reported a position in MDB in Q4 2023 and held it in 7 quarters. The position peaked at $690K in Q4 2023. 811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • Evanson Asset Management reported no remaining MongoDB position as of Q1 2026 after selling out during the quarter.
  • Evanson Asset Management sold 537 MongoDB shares in Q1 2026, an estimated $225K.
  • Evanson Asset Management first reported a position in MongoDB in Q4 2023 and held it in 7 quarters.
  • Evanson Asset Management's MongoDB position peaked at $690K in Q4 2023.
  • 811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.