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MN Wealth Advisors’s MongoDB MDB Stock Holding History

MN 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 		– Sell
-581
Closed -$244K – 131
2025
Q4 		$244K Sell
581
-872
-60% -$317K 0.12% 107
2025
Q3 		$451K Sell
1,453
-1,915
-57% -$492K 0.24% 73
2025
Q2 		$707K Sell
3,368
-82
-2% -$15.2K 0.41% 55
2025
Q1 		$605K Sell
3,450
-663
-16% -$162K 0.36% 60
2024
Q4 		$958K Buy
4,113
+1,537
+60% +$434K 0.54% 44
2024
Q3 		$696K Buy
2,576
+273
+12% +$70.9K 0.4% 50
2024
Q2 		$576K Buy
+2,303
New +$727K 0.33% 56

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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

MN Wealth Advisors sold out of MongoDB (MDB) in Q1 2026, closing a stake of 581 shares — an estimated $244K sold.

MN Wealth Advisors first reported a position in MDB in Q2 2024 and held it in 7 quarters. The position peaked at $958K in Q4 2024. 815 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • MN Wealth Advisors reported no remaining MongoDB position as of Q1 2026 after selling out during the quarter.
  • MN Wealth Advisors sold 581 MongoDB shares in Q1 2026, an estimated $244K.
  • MN Wealth Advisors first reported a position in MongoDB in Q2 2024 and held it in 7 quarters.
  • MN Wealth Advisors's MongoDB position peaked at $958K in Q4 2024.
  • 815 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on MN Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.