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 Q2	$7.81M	Sell	23,260 -1,910	-8%	-$573K	0.22%	116
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Norges Bank Oslo, Norway $1T AUM

Level Four Advisory Services's MDB Position: Q2 2026 in Review

Level Four Advisory Services reduced its MongoDB (MDB) stake by 7.6% in Q2 2026, selling an estimated $573K and leaving 23,260 shares worth $7.81M. The position accounts for 0.22% of the portfolio, ranked #116.

Level Four Advisory Services first reported a position in MDB in Q1 2020 and has held it in 10 quarters since. 870 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Level Four Advisory Services held 23,260 shares of MongoDB worth $7.81M as of Q2 2026.
Level Four Advisory Services sold 1,910 MongoDB shares in Q2 2026, an estimated $573K.
MongoDB made up 0.22% of Level Four Advisory Services's portfolio in Q2 2026, its #116 holding.
Level Four Advisory Services first reported a position in MongoDB in Q1 2020 and has held it in 10 quarters since.
870 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.