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Crossmark Global Holdings’s MongoDB MDB Stock Holding History

Crossmark Global Holdings’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 		$284K Sell
844
-43
-5% -$12.9K ﹤0.01% 1090
2026
Q1 		$217K Buy
887
+43
+5% +$14.4K ﹤0.01% 1167
2025
Q4 		$354K Buy
844
+179
+27% +$65.1K 0.01% 962
2025
Q3 		$206K Buy
+665
New +$171K ﹤0.01% 1240
2024
Q2 		– Sell
-569
Closed -$204K – 1328
2024
Q1 		$204K Buy
+569
New +$232K ﹤0.01% 1279

Other funds holding MDB

Swedbank
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
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
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Crossmark Global Holdings's MDB Position: Q2 2026 in Review

Crossmark Global Holdings reduced its MongoDB (MDB) stake by 4.8% in Q2 2026, selling an estimated $12.9K and leaving 844 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #1090.

Crossmark Global Holdings first reported a position in MDB in Q1 2024 and has held it in 5 quarters since. The position peaked at $354K in Q4 2025. 127 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Crossmark Global Holdings held 844 shares of MongoDB worth $284K as of Q2 2026.
  • Crossmark Global Holdings sold 43 MongoDB shares in Q2 2026, an estimated $12.9K.
  • MongoDB made up ﹤0.01% of Crossmark Global Holdings's portfolio in Q2 2026, its #1090 holding.
  • Crossmark Global Holdings first reported a position in MongoDB in Q1 2024 and has held it in 5 quarters since.
  • Crossmark Global Holdings's MongoDB position peaked at $354K in Q4 2025.
  • 127 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.