Rockefeller Capital Management
MDB icon

Rockefeller Capital Management’s MongoDB MDB Stock Holding History

Rockefeller Capital Management’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 		$2M Sell
5,955
-10,596
-64% -$3.18M ﹤0.01% 1375
2026
Q1 		$4.05M Buy
16,551
+2,913
+21% +$974K 0.01% 1003
2025
Q4 		$5.72M Buy
13,638
+9,065
+198% +$3.3M 0.01% 834
2025
Q3 		$1.42M Buy
+4,573
New +$1.18M ﹤0.01% 1284
2023
Q2 		– Sell
-2,493
Closed -$581K – 1943
2023
Q1 		$581K Sell
2,493
-232
-9% -$48.7K ﹤0.01% 1290
2022
Q4 		$536K Buy
2,725
+493
+22% +$87.7K ﹤0.01% 1251
2022
Q3 		$443K Buy
2,232
+455
+26% +$133K ﹤0.01% 1317
2022
Q2 		$460K Buy
1,777
+21
+1% +$6.57K ﹤0.01% 1297
2022
Q1 		$778K Sell
1,756
-1,472
-46% -$576K ﹤0.01% 1148
2021
Q4 		$1.71M Buy
3,228
+47
+1% +$24.1K 0.01% 862
2021
Q3 		$1.5M Sell
3,181
-653
-17% -$263K 0.01% 845
2021
Q2 		$1.39M Buy
3,834
+726
+23% +$225K 0.01% 817
2021
Q1 		$831K Buy
3,108
+270
+10% +$95.7K 0.01% 847
2020
Q4 		$1.02M Buy
2,838
+2,212
+353% +$618K 0.01% 683
2020
Q3 		$144K Buy
626
+87
+16% +$18.9K ﹤0.01% 1150
2020
Q2 		$122K Buy
539
+83
+18% +$15.4K ﹤0.01% 1105
2020
Q1 		$62K Buy
+456
New +$67.3K ﹤0.01% 1174

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

Rockefeller Capital Management's MDB Position: Q2 2026 in Review

Rockefeller Capital Management reduced its MongoDB (MDB) stake by 64% in Q2 2026, selling an estimated $3.18M and leaving 5,955 shares worth $2M. The position accounts for ﹤0.01% of the portfolio, ranked #1375.

Rockefeller Capital Management first reported a position in MDB in Q1 2020 and has held it in 17 quarters since. The position peaked at $5.72M in Q4 2025. 868 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Rockefeller Capital Management held 5,955 shares of MongoDB worth $2M as of Q2 2026.
  • Rockefeller Capital Management sold 10,596 MongoDB shares in Q2 2026, an estimated $3.18M.
  • MongoDB made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1375 holding.
  • Rockefeller Capital Management first reported a position in MongoDB in Q1 2020 and has held it in 17 quarters since.
  • Rockefeller Capital Management's MongoDB position peaked at $5.72M in Q4 2025.
  • 868 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.