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Oak Harvest Investment Services’s MongoDB MDB Stock Holding History

Oak Harvest Investment Services’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 		– Sell
-9,708
Closed -$2.38M – 187
2026
Q1 		$2.38M Buy
9,708
+6,708
+224% +$2.24M 0.25% 90
2025
Q4 		$1.26M Buy
+3,000
New +$1.09M 0.14% 108

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

Oak Harvest Investment Services's MDB Position: Q2 2026 in Review

Oak Harvest Investment Services sold out of MongoDB (MDB) in Q2 2026, closing a stake of 9,708 shares — an estimated $2.38M sold.

Oak Harvest Investment Services first reported a position in MDB in Q4 2025 and held it in 2 quarters. The position peaked at $2.38M in Q1 2026. 184 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Oak Harvest Investment Services reported no remaining MongoDB position as of Q2 2026 after selling out during the quarter.
  • Oak Harvest Investment Services sold 9,708 MongoDB shares in Q2 2026, an estimated $2.38M.
  • Oak Harvest Investment Services first reported a position in MongoDB in Q4 2025 and held it in 2 quarters.
  • Oak Harvest Investment Services's MongoDB position peaked at $2.38M in Q1 2026.
  • 184 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.