Sherman Porfolios’s MongoDB MDB Stock Holding History

Sherman Porfolios’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 Q1	–	Sell	-1,747	Closed	-$733K	–	148
2025 Q4	$733K	Buy	+1,747	New	+$636K	0.05%	125

Other funds holding MDB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Sherman Porfolios's MDB Position: Q1 2026 in Review

Sherman Porfolios sold out of MongoDB (MDB) in Q1 2026, closing a stake of 1,747 shares — an estimated $733K sold.

Sherman Porfolios first reported a position in MDB in Q4 2025 and held it in 1 quarter. The position peaked at $733K in Q4 2025. 816 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

Sherman Porfolios reported no remaining MongoDB position as of Q1 2026 after selling out during the quarter.
Sherman Porfolios sold 1,747 MongoDB shares in Q1 2026, an estimated $733K.
Sherman Porfolios first reported a position in MongoDB in Q4 2025 and held it in 1 quarter.
Sherman Porfolios's MongoDB position peaked at $733K in Q4 2025.
816 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Sherman Porfolios's 13F filing for Q1 2026, filed 13 May 2026.