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Sound Income Strategies’s MongoDB MDB Stock Holding History

Sound Income Strategies’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
-20
Closed -$4.99K – 1608
2026
Q1 		$4.99K Sell
20
-4
-17% -$1.34K ﹤0.01% 1828
2025
Q4 		$9.59K Buy
24
+8
+50% +$2.91K ﹤0.01% 1491
2025
Q3 		$5.3K Sell
16
-4
-20% -$1.03K ﹤0.01% 1161
2025
Q2 		$4.2K Hold
20
– – ﹤0.01% 1126
2025
Q1 		$3.51K Buy
20
+2
+11% +$487 ﹤0.01% 1133
2024
Q4 		$4.19K Hold
18
– – ﹤0.01% 1030
2024
Q3 		$4.87K Hold
18
– – ﹤0.01% 956
2024
Q2 		$4.5K Hold
18
– – ﹤0.01% 964
2024
Q1 		$6.46K Buy
18
+14
+350% +$5.72K ﹤0.01% 860
2023
Q4 		$1.64K Hold
4
– – ﹤0.01% 1094
2023
Q3 		$1.38K Hold
4
– – ﹤0.01% 960
2023
Q2 		$1.64K Buy
+4
New +$1.17K ﹤0.01% 908

Other funds holding MDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Sound Income Strategies's MDB Position: Q2 2026 in Review

Sound Income Strategies sold out of MongoDB (MDB) in Q2 2026, closing a stake of 20 shares — an estimated $4.99K sold.

Sound Income Strategies first reported a position in MDB in Q2 2023 and held it in 12 quarters. The position peaked at $9.59K in Q4 2025. 551 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Sound Income Strategies reported no remaining MongoDB position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 20 MongoDB shares in Q2 2026, an estimated $4.99K.
  • Sound Income Strategies first reported a position in MongoDB in Q2 2023 and held it in 12 quarters.
  • Sound Income Strategies's MongoDB position peaked at $9.59K in Q4 2025.
  • 551 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.