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Dixon Mitchell Investment Counsel’s MongoDB MDB Stock Holding History

Dixon Mitchell Investment Counsel’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 		$229K Sell
681
-342
-33% -$103K 0.01% 79
2026
Q1 		$250K Hold
1,023
– – 0.01% 72
2025
Q4 		$429K Buy
+1,023
New +$372K 0.01% 59

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 $3.38T AUM 44.17% 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

Dixon Mitchell Investment Counsel's MDB Position: Q2 2026 in Review

Dixon Mitchell Investment Counsel reduced its MongoDB (MDB) stake by 33% in Q2 2026, selling an estimated $103K and leaving 681 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #79.

Dixon Mitchell Investment Counsel first reported a position in MDB in Q4 2025 and has held it in 3 quarters since. The position peaked at $429K in Q4 2025. 873 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Dixon Mitchell Investment Counsel held 681 shares of MongoDB worth $229K as of Q2 2026.
  • Dixon Mitchell Investment Counsel sold 342 MongoDB shares in Q2 2026, an estimated $103K.
  • MongoDB made up 0.01% of Dixon Mitchell Investment Counsel's portfolio in Q2 2026, its #79 holding.
  • Dixon Mitchell Investment Counsel first reported a position in MongoDB in Q4 2025 and has held it in 3 quarters since.
  • Dixon Mitchell Investment Counsel's MongoDB position peaked at $429K in Q4 2025.
  • 873 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Dixon Mitchell Investment Counsel's 13F filing for Q2 2026, filed 13 Aug 2026.