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Kingswood Wealth Advisors’s MongoDB MDB Stock Holding History

Kingswood 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
-524
Closed -$220K – 954
2025
Q4 		$220K Buy
+524
New +$191K 0.01% 785
2023
Q3 		– Sell
-625
Closed -$257K – 464
2023
Q2 		$257K Buy
+625
New +$182K 0.08% 220

Other funds holding MDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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

Kingswood Wealth Advisors sold out of MongoDB (MDB) in Q1 2026, closing a stake of 524 shares — an estimated $220K sold.

Kingswood Wealth Advisors first reported a position in MDB in Q2 2023 and held it in 2 quarters. The position peaked at $257K in Q2 2023. 816 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • Kingswood Wealth Advisors reported no remaining MongoDB position as of Q1 2026 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 524 MongoDB shares in Q1 2026, an estimated $220K.
  • Kingswood Wealth Advisors first reported a position in MongoDB in Q2 2023 and held it in 2 quarters.
  • Kingswood Wealth Advisors's MongoDB position peaked at $257K in Q2 2023.
  • 816 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.