Royal Fund Management’s MongoDB MDB Stock Holding History

Royal Fund 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 Q3	–	Sell	-800	Closed	-$269K	–	298
2026 Q2	$269K	Buy	+800	New	+$240K	0.02%	261
2026 Q1	–	Sell	-721	Closed	-$303K	–	325
2025 Q4	$303K	Buy	+721	New	+$262K	0.03%	244
2025 Q3	–	Sell	-12,600	Closed	-$2.65M	–	327
2025 Q2	$2.65M	Buy	12,600 +7,100	+129%	+$1.31M	0.26%	124
2025 Q1	$965K	Hold	5,500	–	–	0.11%	198
2024 Q4	$1.28M	Buy	5,500 +4,500	+450%	+$1.27M	0.12%	169
2024 Q3	$270K	Buy	+1,000	New	+$260K	0.02%	288
2023 Q4	–	Sell	-1,000	Closed	-$346K	–	315
2023 Q3	$346K	Buy	+1,000	New	+$380K	0.05%	222
2023 Q2	–	Sell	-1,200	Closed	-$280K	–	293
2023 Q1	$280K	Sell	1,200 -900	-43%	-$189K	0.04%	242
2022 Q4	$413K	Buy	2,100 +800	+62%	+$142K	0.07%	190
2022 Q3	$258K	Buy	+1,300	New	+$379K	0.05%	190

Other funds holding MDB

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Royal Fund Management's MDB Position: Q3 2026 in Review

Royal Fund Management sold out of MongoDB (MDB) in Q3 2026, closing a stake of 800 shares — an estimated $269K sold.

Royal Fund Management first reported a position in MDB in Q3 2022 and held it in 10 quarters. The position peaked at $2.65M in Q2 2025. 420 funds tracked by Wall St. Rank hold MDB as of Q3 2026.

Royal Fund Management reported no remaining MongoDB position as of Q3 2026 after selling out during the quarter.
Royal Fund Management sold 800 MongoDB shares in Q3 2026, an estimated $269K.
Royal Fund Management first reported a position in MongoDB in Q3 2022 and held it in 10 quarters.
Royal Fund Management's MongoDB position peaked at $2.65M in Q2 2025.
420 funds tracked by Wall St. Rank held MongoDB as of Q3 2026.

Based on Royal Fund Management's 13F filing for Q3 2026, filed 22 Oct 2026.