Private Advisor Group’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $902K | Sell |
3,684
-7,118
| -66% | -$2.38M | ﹤0.01% | 1495 |
|
|
2025
Q4 | $4.53M | Buy |
10,802
+3,141
| +41% | +$1.14M | 0.02% | 656 |
|
|
2025
Q3 | $2.38M | Sell |
7,661
-3,717
| -33% | -$955K | 0.01% | 934 |
|
|
2025
Q2 | $2.39M | Buy |
11,378
+2,094
| +23% | +$387K | 0.01% | 885 |
|
|
2025
Q1 | $1.63M | Buy |
9,284
+28
| +0.3% | +$6.82K | 0.01% | 991 |
|
|
2024
Q4 | $2.15M | Buy |
9,256
+1,613
| +21% | +$456K | 0.01% | 850 |
|
|
2024
Q3 | $2.07M | Buy |
7,643
+1,319
| +21% | +$343K | 0.01% | 865 |
|
|
2024
Q2 | $1.58M | Buy |
6,324
+3,959
| +167% | +$1.25M | 0.01% | 958 |
|
|
2024
Q1 | $848K | Sell |
2,365
-1,736
| -42% | -$709K | 0.01% | 1237 |
|
|
2023
Q4 | $1.68M | Buy |
4,101
+385
| +10% | +$146K | 0.01% | 846 |
|
|
2023
Q3 | $1.29M | Buy |
3,716
+1,003
| +37% | +$381K | 0.01% | 913 |
|
|
2023
Q2 | $1.12M | Sell |
2,713
-288
| -10% | -$84K | 0.01% | 999 |
|
|
2023
Q1 | $700K | Buy |
+3,001
| New | +$630K | 0.01% | 1169 |
|
|
2022
Q4 | – | Sell |
-2,012
| Closed | -$399K | – | 1853 |
|
|
2022
Q3 | $399K | Sell |
2,012
-979
| -33% | -$286K | ﹤0.01% | 1347 |
|
|
2022
Q2 | $776K | Buy |
2,991
+95
| +3% | +$29.7K | 0.01% | 1196 |
|
|
2022
Q1 | $1.28M | Sell |
2,896
-2,164
| -43% | -$846K | 0.01% | 980 |
|
|
2021
Q4 | $2.68M | Buy |
5,060
+931
| +23% | +$477K | 0.02% | 693 |
|
|
2021
Q3 | $1.95M | Buy |
4,129
+1,338
| +48% | +$539K | 0.01% | 892 |
|
|
2021
Q2 | $1.01M | Buy |
2,791
+614
| +28% | +$190K | 0.01% | 1068 |
|
|
2021
Q1 | $582K | Sell |
2,177
-689
| -24% | -$244K | 0.01% | 1229 |
|
|
2020
Q4 | $1.03M | Buy |
2,866
+487
| +20% | +$136K | 0.01% | 895 |
|
|
2020
Q3 | $551K | Hold |
2,379
| – | – | 0.01% | 1023 |
|
|
2020
Q2 | $538K | Sell |
2,379
-105
| -4% | -$19.4K | 0.01% | 991 |
|
|
2020
Q1 | $339K | Buy |
2,484
+104
| +4% | +$15.4K | 0.01% | 1025 |
|
|
2019
Q4 | $313K | Hold |
2,380
| – | – | ﹤0.01% | 1254 |
|
|
2019
Q3 | $287K | Sell |
2,380
-3,782
| -61% | -$546K | ﹤0.01% | 1316 |
|
|
2019
Q2 | $937K | Buy |
6,162
+3,832
| +164% | +$556K | 0.02% | 767 |
|
|
2019
Q1 | $343K | Buy |
+2,330
| New | +$239K | 0.01% | 1132 |
|
|
2018
Q4 | – | Sell |
-2,650
| Closed | -$216K | – | 1491 |
|
|
2018
Q3 | $216K | Buy |
+2,650
| New | +$177K | ﹤0.01% | 1410 |
|
Other funds holding MDB
VPM
VCM
Private Advisor Group's MDB Position: Q1 2026 in Review
Private Advisor Group reduced its MongoDB (MDB) stake by 66% in Q1 2026, selling an estimated $2.38M and leaving 3,684 shares worth $902K. The position accounts for ﹤0.01% of the portfolio, ranked #1495.
Private Advisor Group first reported a position in MDB in Q3 2018 and has held it in 29 quarters since. The position peaked at $4.53M in Q4 2025. 811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.
- Private Advisor Group held 3,684 shares of MongoDB worth $902K as of Q1 2026.
- Private Advisor Group sold 7,118 MongoDB shares in Q1 2026, an estimated $2.38M.
- MongoDB made up ﹤0.01% of Private Advisor Group's portfolio in Q1 2026, its #1495 holding.
- Private Advisor Group first reported a position in MongoDB in Q3 2018 and has held it in 29 quarters since.
- Private Advisor Group's MongoDB position peaked at $4.53M in Q4 2025.
- 811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.
Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.