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Herbst Group’s MongoDB MDB Stock Holding History

Herbst Group’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 		$202K Buy
+600
New +$180K 0.11% 65
2026
Q1 		– Sell
-600
Closed -$252K – 67
2025
Q4 		$252K Buy
+600
New +$218K 0.15% 59
2023
Q4 		– Sell
-700
Closed -$242K – 69
2023
Q3 		$242K Hold
700
– – 0.17% 67
2023
Q2 		$288K Buy
+700
New +$204K 0.2% 65

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

Herbst Group's MDB Position: Q2 2026 in Review

Herbst Group opened a new position in MongoDB (MDB) in Q2 2026: 600 shares worth $202K. The stake represents 0.11% of the portfolio and ranks #65 among its holdings. This is a return to the name: Herbst Group previously reported a position in MDB as recently as Q4 2025.

Herbst Group first reported a position in MDB in Q2 2023 and has held it in 4 quarters since. The position peaked at $288K in Q2 2023. 95 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Herbst Group held 600 shares of MongoDB worth $202K as of Q2 2026.
  • MongoDB was a new Herbst Group position in Q2 2026.
  • MongoDB made up 0.11% of Herbst Group's portfolio in Q2 2026, its #65 holding.
  • Herbst Group first reported a position in MongoDB in Q2 2023 and has held it in 4 quarters since.
  • Herbst Group's MongoDB position peaked at $288K in Q2 2023.
  • 95 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Herbst Group's 13F filing for Q2 2026, filed 9 Jul 2026.