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Bruce G. Allen Investments’s MongoDB MDB Stock Holding History

Bruce G. Allen Investments’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 		$5.04K Sell
15
-24
-62% -$7.2K ﹤0.01% 574
2026
Q1 		$9.55K Sell
39
-8
-17% -$2.68K 0.01% 492
2025
Q4 		$19.7K Sell
47
-56
-54% -$20.4K 0.01% 403
2025
Q3 		$32K Buy
103
+9
+10% +$2.31K 0.02% 333
2025
Q2 		$19.7K Buy
94
+79
+527% +$14.6K 0.02% 394
2025
Q1 		$2.63K Buy
+15
New +$3.65K ﹤0.01% 661
2024
Q1 		– Sell
-1
Closed -$409 – 1006
2023
Q4 		$409 Buy
+1
New +$379 ﹤0.01% 924

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

Bruce G. Allen Investments's MDB Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its MongoDB (MDB) stake by 62% in Q2 2026, selling an estimated $7.2K and leaving 15 shares worth $5.04K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Bruce G. Allen Investments first reported a position in MDB in Q4 2023 and has held it in 7 quarters since. The position peaked at $32K in Q3 2025. 866 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Bruce G. Allen Investments held 15 shares of MongoDB worth $5.04K as of Q2 2026.
  • Bruce G. Allen Investments sold 24 MongoDB shares in Q2 2026, an estimated $7.2K.
  • MongoDB made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #574 holding.
  • Bruce G. Allen Investments first reported a position in MongoDB in Q4 2023 and has held it in 7 quarters since.
  • Bruce G. Allen Investments's MongoDB position peaked at $32K in Q3 2025.
  • 866 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.