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Tortoise Investment Management’s MongoDB MDB Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-5
Closed -$1.55K – 938
2025
Q3 		$1.55K Buy
5
+3
+150% +$771 ﹤0.01% 944
2025
Q2 		$420 Buy
+2
New +$370 ﹤0.01% 1112

Other funds holding MDB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Tortoise Investment Management's MDB Position: Q4 2025 in Review

Tortoise Investment Management sold out of MongoDB (MDB) in Q4 2025, closing a stake of 5 shares — an estimated $1.55K sold.

Tortoise Investment Management first reported a position in MDB in Q2 2025 and held it in 2 quarters. The position peaked at $1.55K in Q3 2025. 915 funds tracked by Wall St. Rank hold MDB as of Q4 2025.

  • Tortoise Investment Management reported no remaining MongoDB position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 5 MongoDB shares in Q4 2025, an estimated $1.55K.
  • Tortoise Investment Management first reported a position in MongoDB in Q2 2025 and held it in 2 quarters.
  • Tortoise Investment Management's MongoDB position peaked at $1.55K in Q3 2025.
  • 915 funds tracked by Wall St. Rank held MongoDB as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.