Lido Advisors
MDB icon

Lido Advisors’s MongoDB MDB Stock Holding History

Lido 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
Q2 		$779K Buy
2,318
+1,272
+122% +$381K ﹤0.01% 1227
2026
Q1 		$256K Sell
1,046
-46
-4% -$15.4K ﹤0.01% 1650
2025
Q4 		$360K Buy
1,092
+36
+3% +$13.1K ﹤0.01% 1466
2025
Q3 		$328K Buy
+1,056
New +$271K ﹤0.01% 1437
2025
Q2 		– Sell
-1,160
Closed -$204K – 1711
2025
Q1 		$204K Sell
1,160
-48
-4% -$11.7K ﹤0.01% 1385
2024
Q4 		$281K Buy
1,208
+17
+1% +$4.8K ﹤0.01% 1235
2024
Q3 		$322K Buy
1,191
+23
+2% +$5.97K ﹤0.01% 1138
2024
Q2 		$292K Sell
1,168
-108
-8% -$34.1K ﹤0.01% 1139
2024
Q1 		$458K Buy
1,276
+778
+156% +$318K ﹤0.01% 932
2023
Q4 		$204K Buy
+498
New +$189K ﹤0.01% 1211

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lido Advisors's MDB Position: Q2 2026 in Review

Lido Advisors increased its MongoDB (MDB) stake by 122% in Q2 2026, buying an estimated $381K and bringing the position to 2,318 shares worth $779K. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

Lido Advisors first reported a position in MDB in Q4 2023 and has held it in 10 quarters since. 870 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Lido Advisors held 2,318 shares of MongoDB worth $779K as of Q2 2026.
  • Lido Advisors bought 1,272 MongoDB shares in Q2 2026, an estimated $381K.
  • MongoDB made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1227 holding.
  • Lido Advisors first reported a position in MongoDB in Q4 2023 and has held it in 10 quarters since.
  • 870 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.