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Nalls Sherbakoff Group’s MongoDB MDB Stock Holding History

Nalls Sherbakoff 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
Q1 		– Sell
-400
Closed -$168K – 432
2025
Q4 		$168K Buy
400
+100
+33% +$36.4K 0.12% 114
2025
Q3 		$93.1K Buy
+300
New +$77.1K 0.06% 151
2025
Q2 		– Sell
-500
Closed -$87.7K – 451
2025
Q1 		$87.7K Buy
+500
New +$122K 0.07% 137

Other funds holding MDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Nalls Sherbakoff Group's MDB Position: Q1 2026 in Review

Nalls Sherbakoff Group sold out of MongoDB (MDB) in Q1 2026, closing a stake of 400 shares — an estimated $168K sold.

Nalls Sherbakoff Group first reported a position in MDB in Q1 2025 and held it in 3 quarters. The position peaked at $168K in Q4 2025. 815 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • Nalls Sherbakoff Group reported no remaining MongoDB position as of Q1 2026 after selling out during the quarter.
  • Nalls Sherbakoff Group sold 400 MongoDB shares in Q1 2026, an estimated $168K.
  • Nalls Sherbakoff Group first reported a position in MongoDB in Q1 2025 and held it in 3 quarters.
  • Nalls Sherbakoff Group's MongoDB position peaked at $168K in Q4 2025.
  • 815 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q1 2026, filed 17 Aug 2026.