KA
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Kovack Advisors’s MongoDB MDB Stock Holding History

Kovack 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
-5,014
Closed -$2.1M – 1064
2025
Q4 		$2.1M Buy
+5,014
New +$1.82M 0.1% 194
2024
Q1 		– Sell
-497
Closed -$203K – 563
2023
Q4 		$203K Sell
497
-1,020
-67% -$387K 0.02% 520
2023
Q3 		$525K Sell
1,517
-200
-12% -$75.9K 0.07% 249
2023
Q2 		$706K Buy
1,717
+226
+15% +$65.9K 0.09% 214
2023
Q1 		$348K Sell
1,491
-85
-5% -$17.8K 0.05% 377
2022
Q4 		$310K Sell
1,576
-563
-26% -$100K 0.05% 397
2022
Q3 		$425K Sell
2,139
-159
-7% -$46.4K 0.06% 318
2022
Q2 		$596K Buy
2,298
+80
+4% +$25K 0.08% 271
2022
Q1 		$983K Sell
2,218
-52
-2% -$20.3K 0.1% 213
2021
Q4 		$1.2M Buy
2,270
+21
+0.9% +$10.8K 0.12% 189
2021
Q3 		$1.06M Hold
2,249
– – 0.12% 201
2021
Q2 		$813K Sell
2,249
-131
-6% -$40.5K 0.09% 235
2021
Q1 		$636K Sell
2,380
-140
-6% -$49.6K 0.08% 265
2020
Q4 		$905K Buy
2,520
+500
+25% +$140K 0.13% 173
2020
Q3 		$468K Hold
2,020
– – 0.08% 236
2020
Q2 		$457K Buy
2,020
+25
+1% +$4.63K 0.09% 227
2020
Q1 		$272K Sell
1,995
-50
-2% -$7.38K 0.06% 315
2019
Q4 		$269K Buy
2,045
+115
+6% +$15.1K 0.05% 378
2019
Q3 		$233K Buy
1,930
+105
+6% +$15.2K 0.05% 388
2019
Q2 		$278K Buy
+1,825
New +$265K 0.06% 320

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

Kovack Advisors's MDB Position: Q1 2026 in Review

Kovack Advisors sold out of MongoDB (MDB) in Q1 2026, closing a stake of 5,014 shares — an estimated $2.1M sold.

Kovack Advisors first reported a position in MDB in Q2 2019 and held it in 20 quarters. The position peaked at $2.1M in Q4 2025. 811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • Kovack Advisors reported no remaining MongoDB position as of Q1 2026 after selling out during the quarter.
  • Kovack Advisors sold 5,014 MongoDB shares in Q1 2026, an estimated $2.1M.
  • Kovack Advisors first reported a position in MongoDB in Q2 2019 and held it in 20 quarters.
  • Kovack Advisors's MongoDB position peaked at $2.1M in Q4 2025.
  • 811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.