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	$134K	Buy	+400	New	+$120K	﹤0.01%	2011

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

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.