Joel Isaacson & Co’s MongoDB MDB Stock Holding History

Joel Isaacson & Co’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	$667K	Buy	1,986 +402	+25%	+$121K	0.02%	267
2026 Q1	$388K	Hold	1,584	–	–	0.01%	321
2025 Q4	$665K	Sell	1,584 -250	-14%	-$91K	0.02%	245
2025 Q3	$569K	Hold	1,834	–	–	0.02%	251
2025 Q2	$385K	Hold	1,834	–	–	0.02%	291
2025 Q1	$322K	Hold	1,834	–	–	0.01%	303
2024 Q4	$427K	Hold	1,834	–	–	0.02%	249
2024 Q3	$496K	Hold	1,834	–	–	0.02%	216
2024 Q2	$458K	Hold	1,834	–	–	0.02%	226
2024 Q1	$658K	Hold	1,834	–	–	0.04%	178
2023 Q4	$750K	Hold	1,834	–	–	0.05%	153
2023 Q3	$634K	Sell	1,834 -430	-19%	-$163K	0.04%	162
2023 Q2	$930K	Sell	2,264 -40	-2%	-$11.7K	0.06%	127
2023 Q1	$537K	Hold	2,304	–	–	0.04%	178
2022 Q4	$454K	Hold	2,304	–	–	0.03%	192
2022 Q3	$457K	Hold	2,304	–	–	0.04%	173
2022 Q2	$598K	Hold	2,304	–	–	0.05%	143
2022 Q1	$924K	Sell	2,304 -5	-0.2%	-$1.96K	0.07%	116
2021 Q4	$1.22M	Buy	2,309 +5	+0.2%	+$2.56K	0.08%	105
2021 Q3	$1.09M	Hold	2,304	–	–	0.08%	106
2021 Q2	$833K	Buy	2,304 +100	+5%	+$30.9K	0.06%	125
2021 Q1	$589K	Hold	2,204	–	–	0.05%	144
2020 Q4	$791K	Hold	2,204	–	–	0.08%	106
2020 Q3	$510K	Hold	2,204	–	–	0.07%	125
2020 Q2	$499K	Hold	2,204	–	–	0.07%	118
2020 Q1	$301K	Buy	+2,204	New	+$325K	0.05%	140

Other funds holding MDB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 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

Joel Isaacson & Co's MDB Position: Q2 2026 in Review

Joel Isaacson & Co increased its MongoDB (MDB) stake by 25% in Q2 2026, buying an estimated $121K and bringing the position to 1,986 shares worth $667K. The position accounts for 0.02% of the portfolio, ranked #267.

Joel Isaacson & Co first reported a position in MDB in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.22M in Q4 2021. 402 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Joel Isaacson & Co held 1,986 shares of MongoDB worth $667K as of Q2 2026.
Joel Isaacson & Co bought 402 MongoDB shares in Q2 2026, an estimated $121K.
MongoDB made up 0.02% of Joel Isaacson & Co's portfolio in Q2 2026, its #267 holding.
Joel Isaacson & Co first reported a position in MongoDB in Q1 2020 and has held it in 26 quarters since.
Joel Isaacson & Co's MongoDB position peaked at $1.22M in Q4 2021.
402 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.