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AFT Forsyth & Company’s MongoDB MDB Stock Holding History

AFT Forsyth & Company’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 		$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

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

AFT Forsyth & Company's MDB Position: Q1 2026 in Review

AFT Forsyth & Company held its MongoDB (MDB) position steady in Q1 2026 at 1,965 shares worth $481K. The position accounts for 0.23% of the portfolio, ranked #77.

AFT Forsyth & Company first reported a position in MDB in Q2 2018 and has held it in 28 quarters since. The position peaked at $2.14M in Q4 2021. 811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • AFT Forsyth & Company held 1,965 shares of MongoDB worth $481K as of Q1 2026.
  • AFT Forsyth & Company left its MongoDB share count unchanged in Q1 2026.
  • MongoDB made up 0.23% of AFT Forsyth & Company's portfolio in Q1 2026, its #77 holding.
  • AFT Forsyth & Company first reported a position in MongoDB in Q2 2018 and has held it in 28 quarters since.
  • AFT Forsyth & Company's MongoDB position peaked at $2.14M in Q4 2021.
  • 811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on AFT Forsyth & Company's 13F filing for Q1 2026, filed 14 May 2026.