AFT Forsyth & Company’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $633K | Sell |
1,885
-80
| -4% | -$24K | 0.3% | 60 |
|
|
2026
Q1 | $481K | Hold |
1,965
| – | – | 0.23% | 77 |
|
|
2025
Q4 | $825K | Sell |
1,965
-25
| -1% | -$9.1K | 0.36% | 59 |
|
|
2025
Q3 | $618K | Sell |
1,990
-75
| -4% | -$19.3K | 0.3% | 64 |
|
|
2025
Q2 | $434K | Sell |
2,065
-507
| -20% | -$93.7K | 0.22% | 77 |
|
|
2025
Q1 | $451K | Sell |
2,572
-1,005
| -28% | -$245K | 0.24% | 83 |
|
|
2024
Q4 | $833K | Sell |
3,577
-1,240
| -26% | -$350K | 0.41% | 53 |
|
|
2024
Q3 | $1.3M | Sell |
4,817
-15
| -0.3% | -$3.9K | 0.64% | 36 |
|
|
2024
Q2 | $1.21M | Sell |
4,832
-155
| -3% | -$49K | 0.59% | 39 |
|
|
2024
Q1 | $1.79M | Buy |
4,987
+450
| +10% | +$184K | 1.02% | 22 |
|
|
2023
Q4 | $1.85M | Buy |
4,537
+941
| +26% | +$357K | 1.17% | 20 |
|
|
2023
Q3 | $1.24M | Buy |
3,596
+271
| +8% | +$103K | 0.91% | 32 |
|
|
2023
Q2 | $1.37M | Buy |
3,325
+410
| +14% | +$120K | 0.97% | 30 |
|
|
2023
Q1 | $680K | Buy |
2,915
+85
| +3% | +$17.8K | 0.52% | 58 |
|
|
2022
Q4 | $557K | Hold |
2,830
| – | – | 0.48% | 64 |
|
|
2022
Q3 | $562K | Buy |
2,830
+415
| +17% | +$121K | 0.5% | 60 |
|
|
2022
Q2 | $627K | Sell |
2,415
-10
| -0.4% | -$3.13K | 0.51% | 60 |
|
|
2022
Q1 | $1.08M | Sell |
2,425
-1,625
| -40% | -$635K | 0.69% | 41 |
|
|
2021
Q4 | $2.14M | Buy |
4,050
+20
| +0.5% | +$10.2K | 1.1% | 19 |
|
|
2021
Q3 | $1.9M | Buy |
4,030
+190
| +5% | +$76.5K | 1.02% | 24 |
|
|
2021
Q2 | $1.39M | Buy |
3,840
+250
| +7% | +$77.3K | 0.74% | 37 |
|
|
2021
Q1 | $960K | Buy |
3,590
+655
| +22% | +$232K | 0.58% | 57 |
|
|
2020
Q4 | $1.05M | Buy |
2,935
+20
| +0.7% | +$5.59K | 0.66% | 45 |
|
|
2020
Q3 | $675K | Buy |
2,915
+50
| +2% | +$10.8K | 0.5% | 64 |
|
|
2020
Q2 | $648K | Sell |
2,865
-375
| -12% | -$69.5K | 0.55% | 59 |
|
|
2020
Q1 | $442K | Buy |
+3,240
| New | +$478K | 0.44% | 75 |
|
|
2019
Q1 | – | Sell |
-15,975
| Closed | -$1.34M | – | 140 |
|
|
2018
Q4 | $1.34M | Sell |
15,975
-120
| -0.7% | -$9.23K | 1.33% | 20 |
|
|
2018
Q3 | $1.31M | Sell |
16,095
-4,125
| -20% | -$275K | 1.09% | 26 |
|
|
2018
Q2 | $1M | Buy |
+20,220
| New | +$907K | 0.88% | 37 |
|
Other funds holding MDB
AFT Forsyth & Company's MDB Position: Q2 2026 in Review
AFT Forsyth & Company reduced its MongoDB (MDB) stake by 4.1% in Q2 2026, selling an estimated $24K and leaving 1,885 shares worth $633K. The position accounts for 0.3% of the portfolio, ranked #60.
AFT Forsyth & Company first reported a position in MDB in Q2 2018 and has held it in 29 quarters since. The position peaked at $2.14M in Q4 2021. 870 funds tracked by Wall St. Rank hold MDB as of Q2 2026.
- AFT Forsyth & Company held 1,885 shares of MongoDB worth $633K as of Q2 2026.
- AFT Forsyth & Company sold 80 MongoDB shares in Q2 2026, an estimated $24K.
- MongoDB made up 0.3% of AFT Forsyth & Company's portfolio in Q2 2026, its #60 holding.
- AFT Forsyth & Company first reported a position in MongoDB in Q2 2018 and has held it in 29 quarters since.
- AFT Forsyth & Company's MongoDB position peaked at $2.14M in Q4 2021.
- 870 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.
Based on AFT Forsyth & Company's 13F filing for Q2 2026, filed 14 Aug 2026.