Laurel Wealth Advisors (North Carolina)’s MongoDB MDB Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	-303	Closed	-$127K	–	458
2025 Q4	$127K	Buy	+303	New	+$110K	0.02%	228
2025 Q2	–	Sell	-303	Closed	-$53.1K	–	478
2025 Q1	$53.1K	Hold	303	–	–	0.01%	306
2024 Q4	$70.5K	Hold	303	–	–	0.01%	270
2024 Q3	$81.9K	Hold	303	–	–	0.01%	261
2024 Q2	$75.7K	Hold	303	–	–	0.01%	257
2024 Q1	$109K	Hold	303	–	–	0.02%	229
2023 Q4	$124K	Hold	303	–	–	0.02%	208
2023 Q3	$105K	Hold	303	–	–	0.02%	215
2023 Q2	$125K	Hold	303	–	–	0.02%	202
2023 Q1	$70.6K	Hold	303	–	–	0.01%	255
2022 Q4	$59.6K	Hold	303	–	–	0.01%	246
2022 Q3	$60K	Hold	303	–	–	0.01%	243
2022 Q2	$79K	Sell	303 -25	-8%	-$7.82K	0.02%	219
2022 Q1	$145K	Hold	328	–	–	0.03%	193
2021 Q4	$174K	Hold	328	–	–	0.04%	176
2021 Q3	$155K	Hold	328	–	–	0.03%	184
2021 Q2	$119K	Hold	328	–	–	0.03%	205
2021 Q1	$88K	Buy	328 +25	+8%	+$8.86K	0.02%	217
2020 Q4	$109K	Buy	+303	New	+$84.6K	0.03%	189

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

Laurel Wealth Advisors (North Carolina)'s MDB Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of MongoDB (MDB) in Q1 2026, closing a stake of 303 shares — an estimated $127K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in MDB in Q4 2020 and held it in 19 quarters. The position peaked at $174K in Q4 2021. 811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining MongoDB position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 303 MongoDB shares in Q1 2026, an estimated $127K.
Laurel Wealth Advisors (North Carolina) first reported a position in MongoDB in Q4 2020 and held it in 19 quarters.
Laurel Wealth Advisors (North Carolina)'s MongoDB position peaked at $174K in Q4 2021.
811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.