Level Four Advisory Services’s MongoDB MDB Stock Holding History

Level Four Advisory Services’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	$6.16M	Buy	25,170 +12,028	+92%	+$4.02M	0.2%	145
2025 Q4	$5.52M	Buy	+13,142	New	+$4.78M	0.18%	151
2022 Q2	–	Sell	-1,083	Closed	-$480K	–	615
2022 Q1	$480K	Buy	+1,083	New	+$423K	0.04%	405
2021 Q3	–	Sell	-1,599	Closed	-$578K	–	574
2021 Q2	$578K	Sell	1,599 -635	-28%	-$196K	0.04%	368
2021 Q1	$597K	Buy	2,234 +211	+10%	+$74.8K	0.05%	353
2020 Q4	$726K	Buy	2,023 +114	+6%	+$31.8K	0.06%	297
2020 Q3	$442K	Buy	1,909 +94	+5%	+$20.4K	0.03%	369
2020 Q2	$414K	Sell	1,815 -47	-3%	-$8.71K	0.03%	402
2020 Q1	$261K	Buy	+1,862	New	+$275K	0.03%	412

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

Level Four Advisory Services's MDB Position: Q1 2026 in Review

Level Four Advisory Services increased its MongoDB (MDB) stake by 92% in Q1 2026, buying an estimated $4.02M and bringing the position to 25,170 shares worth $6.16M. The position accounts for 0.2% of the portfolio, ranked #145.

Level Four Advisory Services first reported a position in MDB in Q1 2020 and has held it in 9 quarters since. 811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

Level Four Advisory Services held 25,170 shares of MongoDB worth $6.16M as of Q1 2026.
Level Four Advisory Services bought 12,028 MongoDB shares in Q1 2026, an estimated $4.02M.
MongoDB made up 0.2% of Level Four Advisory Services's portfolio in Q1 2026, its #145 holding.
Level Four Advisory Services first reported a position in MongoDB in Q1 2020 and has held it in 9 quarters since.
811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.