HCR Wealth Advisors’s MongoDB MDB Stock Holding History

HCR Wealth 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	-477	Closed	-$200K	–	251
2025 Q4	$200K	Buy	+477	New	+$174K	0.02%	248

Other funds holding MDB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

HCR Wealth Advisors's MDB Position: Q1 2026 in Review

HCR Wealth Advisors sold out of MongoDB (MDB) in Q1 2026, closing a stake of 477 shares — an estimated $200K sold.

HCR Wealth Advisors first reported a position in MDB in Q4 2025 and held it in 1 quarter. The position peaked at $200K in Q4 2025. 816 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

HCR Wealth Advisors reported no remaining MongoDB position as of Q1 2026 after selling out during the quarter.
HCR Wealth Advisors sold 477 MongoDB shares in Q1 2026, an estimated $200K.
HCR Wealth Advisors first reported a position in MongoDB in Q4 2025 and held it in 1 quarter.
HCR Wealth Advisors's MongoDB position peaked at $200K in Q4 2025.
816 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on HCR Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.