MWA
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Medallion Wealth Advisors’s MongoDB MDB Stock Holding History

Medallion Wealth 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 		$11.7K Hold
48
– – ﹤0.01% 740
2025
Q4 		$20.1K Hold
48
– – 0.01% 642
2025
Q3 		$14.9K Buy
+48
New +$12.3K 0.01% 684

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

Medallion Wealth Advisors's MDB Position: Q1 2026 in Review

Medallion Wealth Advisors held its MongoDB (MDB) position steady in Q1 2026 at 48 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #740.

Medallion Wealth Advisors first reported a position in MDB in Q3 2025 and has held it in 3 quarters since. The position peaked at $20.1K in Q4 2025. 812 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • Medallion Wealth Advisors held 48 shares of MongoDB worth $11.7K as of Q1 2026.
  • Medallion Wealth Advisors left its MongoDB share count unchanged in Q1 2026.
  • MongoDB made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #740 holding.
  • Medallion Wealth Advisors first reported a position in MongoDB in Q3 2025 and has held it in 3 quarters since.
  • Medallion Wealth Advisors's MongoDB position peaked at $20.1K in Q4 2025.
  • 812 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.