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Clearstead Trust’s MongoDB MDB Stock Holding History

Clearstead Trust’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 		$4.03K Buy
+12
New +$3.6K ﹤0.01% 809
2026
Q1 		– Sell
-7
Closed -$2.94K – 1023
2025
Q4 		$2.94K Buy
+7
New +$2.55K ﹤0.01% 854
2025
Q3 		– Sell
-3
Closed -$630 – 1548
2025
Q2 		$630 Sell
3
-1
-25% -$185 ﹤0.01% 1283
2025
Q1 		$702 Buy
+4
New +$975 ﹤0.01% 846
2021
Q1 		– Sell
-32
Closed -$11K – 142
2020
Q4 		$11K Buy
+32
New +$8.94K 0.01% 153

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

Clearstead Trust's MDB Position: Q2 2026 in Review

Clearstead Trust opened a new position in MongoDB (MDB) in Q2 2026: 12 shares worth $4.03K. The stake represents ﹤0.01% of the portfolio and ranks #809 among its holdings. This is a return to the name: Clearstead Trust previously reported a position in MDB as recently as Q4 2025.

Clearstead Trust first reported a position in MDB in Q4 2020 and has held it in 5 quarters since. The position peaked at $11K in Q4 2020. 869 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Clearstead Trust held 12 shares of MongoDB worth $4.03K as of Q2 2026.
  • MongoDB was a new Clearstead Trust position in Q2 2026.
  • MongoDB made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #809 holding.
  • Clearstead Trust first reported a position in MongoDB in Q4 2020 and has held it in 5 quarters since.
  • Clearstead Trust's MongoDB position peaked at $11K in Q4 2020.
  • 869 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.