MOTCO’s MongoDB MDB Stock Holding History

MOTCO’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 Q1	–	Sell	-30	Closed	-$12.6K	–	644
2025 Q4	$12.6K	Hold	30	–	–	﹤0.01%	445
2025 Q3	$9.31K	Buy	+30	New	+$7.71K	﹤0.01%	471
2023 Q3	–	Sell	-3	Closed	-$1.23K	–	907
2023 Q2	$1.23K	Buy	+3	New	+$875	﹤0.01%	736

Other funds holding MDB

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

MOTCO's MDB Position: Q1 2026 in Review

MOTCO sold out of MongoDB (MDB) in Q1 2026, closing a stake of 30 shares — an estimated $12.6K sold.

MOTCO first reported a position in MDB in Q2 2023 and held it in 3 quarters. The position peaked at $12.6K in Q4 2025. 816 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

MOTCO reported no remaining MongoDB position as of Q1 2026 after selling out during the quarter.
MOTCO sold 30 MongoDB shares in Q1 2026, an estimated $12.6K.
MOTCO first reported a position in MongoDB in Q2 2023 and held it in 3 quarters.
MOTCO's MongoDB position peaked at $12.6K in Q4 2025.
816 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.