Sunstone Asset Management’s MongoDB MDB Stock Holding History

Sunstone Asset 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 Q2	$1.38M	Buy	+20,000	New	+$6M	1.49%	26
2026 Q1	–	Sell	-5,000	Closed	-$368K	–	70
2025 Q4	$368K	Buy	+5,000	New	+$1.82M	0.35%	49

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

Sunstone Asset Management's MDB Position: Q2 2026 in Review

Sunstone Asset Management sold out of MongoDB (MDB) in Q2 2026, closing a stake of 15,996 shares — an estimated $4.8M sold.

Sunstone Asset Management first reported a position in MDB in Q4 2025 and held it in 2 quarters. The position peaked at $3.92M in Q1 2026. 868 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Sunstone Asset Management reported no remaining MongoDB position as of Q2 2026 after selling out during the quarter.
Sunstone Asset Management sold 15,996 MongoDB shares in Q2 2026, an estimated $4.8M.
Sunstone Asset Management first reported a position in MongoDB in Q4 2025 and held it in 2 quarters.
Sunstone Asset Management's MongoDB position peaked at $3.92M in Q1 2026.
868 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Sunstone Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.