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Beese Fulmer Investment Management’s MongoDB MDB Stock Holding History

Beese Fulmer Investment Management’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 		$242K Sell
720
-227
-24% -$68.1K 0.01% 339
2026
Q1 		$232K Buy
+947
New +$317K 0.01% 382

Other funds holding MDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Beese Fulmer Investment Management's MDB Position: Q2 2026 in Review

Beese Fulmer Investment Management reduced its MongoDB (MDB) stake by 24% in Q2 2026, selling an estimated $68.1K and leaving 720 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #339.

Beese Fulmer Investment Management first reported a position in MDB in Q1 2026 and has held it in 2 quarters since. 870 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Beese Fulmer Investment Management held 720 shares of MongoDB worth $242K as of Q2 2026.
  • Beese Fulmer Investment Management sold 227 MongoDB shares in Q2 2026, an estimated $68.1K.
  • MongoDB made up 0.01% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #339 holding.
  • Beese Fulmer Investment Management first reported a position in MongoDB in Q1 2026 and has held it in 2 quarters since.
  • 870 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.