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Diversified Trust’s MongoDB MDB Stock Holding History

Diversified 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 		$1.73M Sell
5,161
-87
-2% -$26.1K 0.03% 320
2026
Q1 		$1.28M Sell
5,248
-509
-9% -$170K 0.02% 383
2025
Q4 		$2.42M Sell
5,757
-1,997
-26% -$727K 0.04% 226
2025
Q3 		$2.41M Sell
7,754
-2,210
-22% -$568K 0.05% 216
2025
Q2 		$2.09M Sell
9,964
-5,107
-34% -$944K 0.05% 230
2025
Q1 		$2.64M Buy
15,071
+8,152
+118% +$1.99M 0.07% 173
2024
Q4 		$1.61M Buy
6,919
+1,639
+31% +$463K 0.04% 269
2024
Q3 		$1.43M Buy
5,280
+486
+10% +$126K 0.04% 287
2024
Q2 		$1.2M Buy
4,794
+683
+17% +$216K 0.03% 286
2024
Q1 		$1.47M Buy
4,111
+657
+19% +$268K 0.04% 242
2023
Q4 		$1.41M Buy
3,454
+130
+4% +$49.3K 0.05% 221
2023
Q3 		$1.15M Buy
3,324
+3
+0.1% +$1.14K 0.04% 234
2023
Q2 		$1.36M Buy
3,321
+458
+16% +$134K 0.05% 202
2023
Q1 		$667K Buy
2,863
+1,629
+132% +$342K 0.03% 370
2022
Q4 		$243K Buy
+1,234
New +$220K 0.01% 663
2022
Q2 		– Sell
-508
Closed -$225K – 818
2022
Q1 		$225K Sell
508
-26
-5% -$10.2K 0.01% 725
2021
Q4 		$283K Buy
+534
New +$273K 0.01% 654

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
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
SAM
Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return

Diversified Trust's MDB Position: Q2 2026 in Review

Diversified Trust reduced its MongoDB (MDB) stake by 1.7% in Q2 2026, selling an estimated $26.1K and leaving 5,161 shares worth $1.73M. The position accounts for 0.03% of the portfolio, ranked #320.

Diversified Trust first reported a position in MDB in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.64M in Q1 2025. 95 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Diversified Trust held 5,161 shares of MongoDB worth $1.73M as of Q2 2026.
  • Diversified Trust sold 87 MongoDB shares in Q2 2026, an estimated $26.1K.
  • MongoDB made up 0.03% of Diversified Trust's portfolio in Q2 2026, its #320 holding.
  • Diversified Trust first reported a position in MongoDB in Q4 2021 and has held it in 17 quarters since.
  • Diversified Trust's MongoDB position peaked at $2.64M in Q1 2025.
  • 95 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.