Lido Advisors
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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
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 $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

Lido Advisors's MDB Position: Q1 2026 in Review

Lido Advisors reduced its MongoDB (MDB) stake by 4.2% in Q1 2026, selling an estimated $15.4K and leaving 1,046 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #1650.

Lido Advisors first reported a position in MDB in Q4 2023 and has held it in 9 quarters since. The position peaked at $458K in Q1 2024. 811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • Lido Advisors held 1,046 shares of MongoDB worth $256K as of Q1 2026.
  • Lido Advisors sold 46 MongoDB shares in Q1 2026, an estimated $15.4K.
  • MongoDB made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1650 holding.
  • Lido Advisors first reported a position in MongoDB in Q4 2023 and has held it in 9 quarters since.
  • Lido Advisors's MongoDB position peaked at $458K in Q1 2024.
  • 811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

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