MAM
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Marquette Asset Management’s MongoDB MDB Stock Holding History

Marquette Asset Management’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 		$14.4K Buy
+43
New +$12.9K ﹤0.01% 270
2026
Q1 		– Sell
-48
Closed -$20.1K – 868
2025
Q4 		$20.1K Buy
48
+27
+129% +$9.82K ﹤0.01% 157
2025
Q3 		$6.52K Buy
+21
New +$5.4K ﹤0.01% 286
2022
Q3 		– Sell
-1
Closed – – 327
2022
Q2 		$0 Hold
1
– – ﹤0.01% 381
2022
Q1 		$0 Buy
+1
New +$391 ﹤0.01% 376

Other funds holding MDB

Massachusetts Financial Services
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
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
Bank of New York Mellon
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Marquette Asset Management's MDB Position: Q2 2026 in Review

Marquette Asset Management opened a new position in MongoDB (MDB) in Q2 2026: 43 shares worth $14.4K. The stake represents ﹤0.01% of the portfolio and ranks #270 among its holdings. This is a return to the name: Marquette Asset Management previously reported a position in MDB as recently as Q4 2025.

Marquette Asset Management first reported a position in MDB in Q1 2022 and has held it in 5 quarters since. The position peaked at $20.1K in Q4 2025. 366 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Marquette Asset Management held 43 shares of MongoDB worth $14.4K as of Q2 2026.
  • MongoDB was a new Marquette Asset Management position in Q2 2026.
  • MongoDB made up ﹤0.01% of Marquette Asset Management's portfolio in Q2 2026, its #270 holding.
  • Marquette Asset Management first reported a position in MongoDB in Q1 2022 and has held it in 5 quarters since.
  • Marquette Asset Management's MongoDB position peaked at $20.1K in Q4 2025.
  • 366 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.