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Ethic Inc’s MongoDB MDB Stock Holding History

Ethic Inc’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 		$2.42M Sell
7,191
-387
-5% -$116K 0.03% 457
2026
Q1 		$1.85M Sell
7,578
-374
-5% -$125K 0.03% 479
2025
Q4 		$3.34M Buy
7,952
+2,451
+45% +$892K 0.05% 349
2025
Q3 		$1.71M Sell
5,501
-1,746
-24% -$449K 0.03% 489
2025
Q2 		$1.52M Buy
7,247
+1,640
+29% +$303K 0.03% 506
2025
Q1 		$990K Sell
5,607
-867
-13% -$211K 0.02% 602
2024
Q4 		$1.51M Sell
6,474
-136
-2% -$38.4K 0.03% 492
2024
Q3 		$2.37M Buy
6,610
+1,079
+20% +$280K 0.06% 341
2024
Q2 		$1.38M Sell
5,531
-1,079
-16% -$341K 0.03% 479
2024
Q1 		$2.37M Buy
6,610
+720
+12% +$294K 0.06% 341
2023
Q4 		$2.41M Buy
5,890
+542
+10% +$206K 0.07% 320
2023
Q3 		$1.85M Buy
5,348
+884
+20% +$336K 0.06% 336
2023
Q2 		$1.83M Buy
4,464
+1,801
+68% +$525K 0.07% 323
2023
Q1 		$621K Buy
2,663
+118
+5% +$24.8K 0.03% 592
2022
Q4 		$501K Sell
2,545
-610
-19% -$109K 0.03% 575
2022
Q3 		$626K Sell
3,155
-385
-11% -$112K 0.04% 436
2022
Q2 		$919K Buy
3,540
+208
+6% +$65K 0.06% 333
2022
Q1 		$1.48M Buy
3,332
+2,198
+194% +$859K 0.1% 251
2021
Q4 		$600K Buy
+1,134
New +$581K 0.05% 367

Other funds holding MDB

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 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

Ethic Inc's MDB Position: Q2 2026 in Review

Ethic Inc reduced its MongoDB (MDB) stake by 5.1% in Q2 2026, selling an estimated $116K and leaving 7,191 shares worth $2.42M. The position accounts for 0.03% of the portfolio, ranked #457.

Ethic Inc first reported a position in MDB in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.34M in Q4 2025. 243 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Ethic Inc held 7,191 shares of MongoDB worth $2.42M as of Q2 2026.
  • Ethic Inc sold 387 MongoDB shares in Q2 2026, an estimated $116K.
  • MongoDB made up 0.03% of Ethic Inc's portfolio in Q2 2026, its #457 holding.
  • Ethic Inc first reported a position in MongoDB in Q4 2021 and has held it in 19 quarters since.
  • Ethic Inc's MongoDB position peaked at $3.34M in Q4 2025.
  • 243 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.