MLL
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Moody Lynn & Lieberson’s MongoDB MDB Stock Holding History

Moody Lynn & Lieberson’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 		$600K Buy
+1,787
New +$536K 0.03% 162
2026
Q1 		– Sell
-762
Closed -$320K – 261
2025
Q4 		$320K Buy
+762
New +$277K 0.02% 211
2025
Q1 		– Sell
-10,225
Closed -$2.38M – 251
2024
Q4 		$2.38M Buy
10,225
+880
+9% +$249K 0.15% 81
2024
Q3 		$2.53M Buy
9,345
+2,431
+35% +$632K 0.16% 82
2024
Q2 		$1.73M Sell
6,914
-32,952
-83% -$10.4M 0.11% 90
2024
Q1 		$14.3M Buy
39,866
+752
+2% +$307K 0.96% 33
2023
Q4 		$16M Buy
39,114
+7,345
+23% +$2.79M 1.22% 28
2023
Q3 		$11M Buy
31,769
+459
+1% +$174K 0.94% 33
2023
Q2 		$12.9M Sell
31,310
-575
-2% -$168K 1.04% 31
2023
Q1 		$7.43M Buy
+31,885
New +$6.69M 0.67% 41
2022
Q1 		– Sell
-1,613
Closed -$854K – 248
2021
Q4 		$854K Sell
1,613
-4,653
-74% -$2.38M 0.06% 132
2021
Q3 		$2.95M Buy
+6,266
New +$2.52M 0.22% 81

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
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
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
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

Moody Lynn & Lieberson's MDB Position: Q2 2026 in Review

Moody Lynn & Lieberson opened a new position in MongoDB (MDB) in Q2 2026: 1,787 shares worth $600K. The stake represents 0.03% of the portfolio and ranks #162 among its holdings. This is a return to the name: Moody Lynn & Lieberson previously reported a position in MDB as recently as Q4 2025.

Moody Lynn & Lieberson first reported a position in MDB in Q3 2021 and has held it in 12 quarters since. The position peaked at $16M in Q4 2023. 178 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Moody Lynn & Lieberson held 1,787 shares of MongoDB worth $600K as of Q2 2026.
  • MongoDB was a new Moody Lynn & Lieberson position in Q2 2026.
  • MongoDB made up 0.03% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #162 holding.
  • Moody Lynn & Lieberson first reported a position in MongoDB in Q3 2021 and has held it in 12 quarters since.
  • Moody Lynn & Lieberson's MongoDB position peaked at $16M in Q4 2023.
  • 178 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.