Financial Consulate’s MongoDB MDB Stock Holding History

Financial Consulate’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	-2	Closed	-$840	–	1455
2025 Q4	$840	Hold	2	–	–	﹤0.01%	1053
2025 Q3	$621	Buy	+2	New	+$514	﹤0.01%	944

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

Financial Consulate's MDB Position: Q1 2026 in Review

Financial Consulate sold out of MongoDB (MDB) in Q1 2026, closing a stake of 2 shares — an estimated $840 sold.

Financial Consulate first reported a position in MDB in Q3 2025 and held it in 2 quarters. The position peaked at $840 in Q4 2025. 811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

Financial Consulate reported no remaining MongoDB position as of Q1 2026 after selling out during the quarter.
Financial Consulate sold 2 MongoDB shares in Q1 2026, an estimated $840.
Financial Consulate first reported a position in MongoDB in Q3 2025 and held it in 2 quarters.
Financial Consulate's MongoDB position peaked at $840 in Q4 2025.
811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.