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Blue Trust Inc’s MongoDB MDB Stock Holding History

Blue Trust Inc’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 		$664K Buy
1,977
+55
+3% +$16.5K 0.01% 395
2026
Q1 		$470K Buy
1,922
+100
+5% +$33.4K 0.01% 496
2025
Q4 		$765K Sell
1,822
-232
-11% -$84.4K 0.01% 343
2025
Q3 		$638K Buy
2,054
+97
+5% +$24.9K 0.01% 410
2025
Q2 		$411K Buy
1,957
+373
+24% +$69K ﹤0.01% 520
2025
Q1 		$278K Buy
1,584
+403
+34% +$98.2K ﹤0.01% 589
2024
Q4 		$275K Buy
1,181
+254
+27% +$71.7K ﹤0.01% 556
2024
Q3 		$232K Buy
927
+389
+72% +$101K ﹤0.01% 790
2024
Q2 		$193K Buy
538
+113
+27% +$35.7K ﹤0.01% 727
2024
Q1 		$152K Buy
425
+342
+412% +$140K ﹤0.01% 594
2023
Q4 		$28K Buy
83
+75
+938% +$28.5K ﹤0.01% 1163
2023
Q3 		$3K Buy
8
+5
+167% +$1.9K ﹤0.01% 1755
2023
Q2 		$1K Sell
3
-2
-40% -$583 ﹤0.01% 1879
2023
Q1 		$1K Sell
5
-4
-44% -$839 ﹤0.01% 2173
2022
Q4 		$2K Sell
9
-5
-36% -$890 ﹤0.01% 1938
2022
Q3 		$4K Buy
14
+12
+600% +$3.5K ﹤0.01% 1629
2022
Q2 		$0 Buy
+2
New +$625 ﹤0.01% 1956

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

Blue Trust Inc's MDB Position: Q2 2026 in Review

Blue Trust Inc increased its MongoDB (MDB) stake by 2.9% in Q2 2026, buying an estimated $16.5K and bringing the position to 1,977 shares worth $664K. The position accounts for 0.01% of the portfolio, ranked #395.

Blue Trust Inc first reported a position in MDB in Q2 2022 and has held it in 17 quarters since. The position peaked at $765K in Q4 2025. 867 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Blue Trust Inc held 1,977 shares of MongoDB worth $664K as of Q2 2026.
  • Blue Trust Inc bought 55 MongoDB shares in Q2 2026, an estimated $16.5K.
  • MongoDB made up 0.01% of Blue Trust Inc's portfolio in Q2 2026, its #395 holding.
  • Blue Trust Inc first reported a position in MongoDB in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's MongoDB position peaked at $765K in Q4 2025.
  • 867 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.