Appleton Partners’s MongoDB MDB Stock Holding History

Appleton 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 Q2	$239K	Buy	+712	New	+$214K	0.01%	262
2026 Q1	–	Sell	-712	Closed	-$299K	–	266
2025 Q4	$299K	Hold	712	–	–	0.02%	233
2025 Q3	$221K	Buy	+712	New	+$183K	0.01%	243
2024 Q2	–	Sell	-712	Closed	-$255K	–	268
2024 Q1	$255K	Hold	712	–	–	0.02%	246
2023 Q4	$291K	Hold	712	–	–	0.02%	249
2023 Q3	$246K	Hold	712	–	–	0.02%	266
2023 Q2	$293K	Buy	+712	New	+$208K	0.02%	248

Other funds holding MDB

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Appleton Partners's MDB Position: Q2 2026 in Review

Appleton Partners opened a new position in MongoDB (MDB) in Q2 2026: 712 shares worth $239K. The stake represents 0.01% of the portfolio and ranks #262 among its holdings. This is a return to the name: Appleton Partners previously reported a position in MDB as recently as Q4 2025.

Appleton Partners first reported a position in MDB in Q2 2023 and has held it in 7 quarters since. The position peaked at $299K in Q4 2025. 139 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Appleton Partners held 712 shares of MongoDB worth $239K as of Q2 2026.
MongoDB was a new Appleton Partners position in Q2 2026.
MongoDB made up 0.01% of Appleton Partners's portfolio in Q2 2026, its #262 holding.
Appleton Partners first reported a position in MongoDB in Q2 2023 and has held it in 7 quarters since.
Appleton Partners's MongoDB position peaked at $299K in Q4 2025.
139 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.