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Pinkerton Retirement Specialists’s MongoDB MDB Stock Holding History

Pinkerton Retirement Specialists’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
-3,024
Closed -$1.27M – 133
2026
Q1 		$1.27M Buy
3,024
+70
+2% +$23.4K 0.12% 99
2025
Q4 		$1.24M Buy
+2,954
New +$1.07M 0.13% 99

Other funds holding MDB

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Pinkerton Retirement Specialists's MDB Position: Q2 2026 in Review

Pinkerton Retirement Specialists sold out of MongoDB (MDB) in Q2 2026, closing a stake of 3,024 shares — an estimated $1.27M sold.

Pinkerton Retirement Specialists first reported a position in MDB in Q4 2025 and held it in 2 quarters. The position peaked at $1.27M in Q1 2026. 281 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Pinkerton Retirement Specialists reported no remaining MongoDB position as of Q2 2026 after selling out during the quarter.
  • Pinkerton Retirement Specialists sold 3,024 MongoDB shares in Q2 2026, an estimated $1.27M.
  • Pinkerton Retirement Specialists first reported a position in MongoDB in Q4 2025 and held it in 2 quarters.
  • Pinkerton Retirement Specialists's MongoDB position peaked at $1.27M in Q1 2026.
  • 281 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Pinkerton Retirement Specialists's 13F filing for Q2 2026, filed 30 Jul 2026.