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Sunbelt Securities’s MongoDB MDB Stock Holding History

Sunbelt Securities’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 		$734 Sell
3
-9
-75% -$3.01K ﹤0.01% 2184
2025
Q4 		$5.04K Buy
12
+4
+50% +$1.46K ﹤0.01% 1647
2025
Q3 		$2.48K Buy
+8
New +$2.06K ﹤0.01% 1810
2024
Q3 		– Sell
-125
Closed -$32.5K – 1885
2024
Q2 		$31.2K Hold
125
– – ﹤0.01% 1014
2024
Q1 		$44.8K Buy
125
+76
+155% +$31.1K 0.01% 893
2023
Q4 		$20K Hold
49
– – ﹤0.01% 1029
2023
Q3 		$16.9K Hold
49
– – ﹤0.01% 1048
2023
Q2 		$20.1K Hold
49
– – ﹤0.01% 1021
2023
Q1 		$10.7K Buy
+49
New +$10.3K ﹤0.01% 1114

Other funds holding MDB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Sunbelt Securities's MDB Position: Q1 2026 in Review

Sunbelt Securities reduced its MongoDB (MDB) stake by 75% in Q1 2026, selling an estimated $3.01K and leaving 3 shares worth $734. The position accounts for ﹤0.01% of the portfolio, ranked #2184.

Sunbelt Securities first reported a position in MDB in Q1 2023 and has held it in 9 quarters since. The position peaked at $44.8K in Q1 2024. 811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • Sunbelt Securities held 3 shares of MongoDB worth $734 as of Q1 2026.
  • Sunbelt Securities sold 9 MongoDB shares in Q1 2026, an estimated $3.01K.
  • MongoDB made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2184 holding.
  • Sunbelt Securities first reported a position in MongoDB in Q1 2023 and has held it in 9 quarters since.
  • Sunbelt Securities's MongoDB position peaked at $44.8K in Q1 2024.
  • 811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.