Stratos Wealth Partners’s MongoDB MDB Stock Holding History

Stratos Wealth Partners’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	-571	Closed	-$240K	–	1669
2025 Q4	$240K	Sell	571 -134	-19%	-$48.8K	﹤0.01%	1413
2025 Q3	$219K	Buy	+705	New	+$181K	﹤0.01%	1420
2024 Q4	–	Sell	-4,693	Closed	-$1.27M	–	1502
2024 Q3	$1.27M	Buy	+4,693	New	+$1.22M	0.02%	591
2024 Q2	–	Sell	-936	Closed	-$336K	–	1417
2024 Q1	$336K	Buy	936 +223	+31%	+$91.1K	0.01%	1052
2023 Q4	$292K	Buy	+713	New	+$270K	0.01%	1096
2021 Q1	–	Sell	-674	Closed	-$242K	–	1145
2020 Q4	$242K	Buy	+674	New	+$188K	0.01%	932
2019 Q2	–	Sell	-1,452	Closed	-$213K	–	979
2019 Q1	$213K	Buy	+1,452	New	+$149K	0.01%	843
2018 Q4	–	Sell	-5,619	Closed	-$458K	–	1806
2018 Q3	$458K	Sell	5,619 -1,011	-15%	-$67.4K	0.02%	570
2018 Q2	$329K	Buy	6,630 +2,560	+63%	+$115K	0.01%	702
2018 Q1	$177K	Buy	+4,070	New	+$132K	0.01%	958

Other funds holding MDB

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Stratos Wealth Partners's MDB Position: Q1 2026 in Review

Stratos Wealth Partners sold out of MongoDB (MDB) in Q1 2026, closing a stake of 571 shares — an estimated $240K sold.

Stratos Wealth Partners first reported a position in MDB in Q1 2018 and held it in 10 quarters. The position peaked at $1.27M in Q3 2024. 812 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

Stratos Wealth Partners reported no remaining MongoDB position as of Q1 2026 after selling out during the quarter.
Stratos Wealth Partners sold 571 MongoDB shares in Q1 2026, an estimated $240K.
Stratos Wealth Partners first reported a position in MongoDB in Q1 2018 and held it in 10 quarters.
Stratos Wealth Partners's MongoDB position peaked at $1.27M in Q3 2024.
812 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.