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Northwest & Ethical Investments’s MongoDB MDB Stock Holding History

Northwest & Ethical Investments’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 		$348K Sell
1,030
-1,508
-59% -$452K 0.01% 361
2026
Q1 		$647K Sell
2,538
-312
-11% -$104K 0.02% 364
2025
Q4 		$1.2M Sell
2,850
-2,680
-48% -$975K 0.03% 296
2025
Q3 		$1.75M Buy
+5,530
New +$1.42M 0.04% 276

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Northwest & Ethical Investments's MDB Position: Q2 2026 in Review

Northwest & Ethical Investments reduced its MongoDB (MDB) stake by 59% in Q2 2026, selling an estimated $452K and leaving 1,030 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #361.

Northwest & Ethical Investments first reported a position in MDB in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.75M in Q3 2025. 867 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Northwest & Ethical Investments held 1,030 shares of MongoDB worth $348K as of Q2 2026.
  • Northwest & Ethical Investments sold 1,508 MongoDB shares in Q2 2026, an estimated $452K.
  • MongoDB made up 0.01% of Northwest & Ethical Investments's portfolio in Q2 2026, its #361 holding.
  • Northwest & Ethical Investments first reported a position in MongoDB in Q3 2025 and has held it in 4 quarters since.
  • Northwest & Ethical Investments's MongoDB position peaked at $1.75M in Q3 2025.
  • 867 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.