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Lloyd Advisory Services’s MongoDB MDB Stock Holding History

Lloyd 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 		$1.01K Sell
3
-15
-83% -$4.5K ﹤0.01% 563
2026
Q1 		$4.41K Sell
18
-31
-63% -$10.4K ﹤0.01% 580
2025
Q4 		$20.6K Buy
+49
New +$17.8K 0.01% 332

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 $3.38T AUM 44.17% 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

Lloyd Advisory Services's MDB Position: Q2 2026 in Review

Lloyd Advisory Services reduced its MongoDB (MDB) stake by 83% in Q2 2026, selling an estimated $4.5K and leaving 3 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

Lloyd Advisory Services first reported a position in MDB in Q4 2025 and has held it in 3 quarters since. The position peaked at $20.6K in Q4 2025. 873 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Lloyd Advisory Services held 3 shares of MongoDB worth $1.01K as of Q2 2026.
  • Lloyd Advisory Services sold 15 MongoDB shares in Q2 2026, an estimated $4.5K.
  • MongoDB made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #563 holding.
  • Lloyd Advisory Services first reported a position in MongoDB in Q4 2025 and has held it in 3 quarters since.
  • Lloyd Advisory Services's MongoDB position peaked at $20.6K in Q4 2025.
  • 873 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.