Sunrise Financial Services’s MongoDB MDB Stock Holding History

Sunrise Financial Services’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	-2	Closed	-$490	–	622
2026 Q1	$490	Buy	+2	New	+$669	﹤0.01%	559

Other funds holding MDB

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Norges Bank Oslo, Norway $1T AUM

Sunrise Financial Services's MDB Position: Q2 2026 in Review

Sunrise Financial Services sold out of MongoDB (MDB) in Q2 2026, closing a stake of 2 shares — an estimated $490 sold.

Sunrise Financial Services first reported a position in MDB in Q1 2026 and held it in 1 quarter. The position peaked at $490 in Q1 2026. 868 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Sunrise Financial Services reported no remaining MongoDB position as of Q2 2026 after selling out during the quarter.
Sunrise Financial Services sold 2 MongoDB shares in Q2 2026, an estimated $490.
Sunrise Financial Services first reported a position in MongoDB in Q1 2026 and held it in 1 quarter.
Sunrise Financial Services's MongoDB position peaked at $490 in Q1 2026.
868 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.