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TrueMark Investments’s MongoDB MDB Stock Holding History

TrueMark Investments’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 		$1.67M Sell
4,970
-1,202
-19% -$360K 0.21% 89
2026
Q1 		$1.51M Buy
6,172
+87
+1% +$29.1K 0.29% 73
2025
Q4 		$2.55M Sell
6,085
-174
-3% -$63.3K 0.49% 59
2025
Q3 		$1.94M Sell
6,259
-522
-8% -$134K 0.34% 88
2025
Q2 		$1.42M Buy
6,781
+362
+6% +$66.9K 0.31% 96
2025
Q1 		$1.13M Buy
6,419
+790
+14% +$193K 0.3% 91
2024
Q4 		$1.31M Sell
5,629
-458
-8% -$129K 0.42% 79
2024
Q3 		$1.65M Sell
6,087
-988
-14% -$257K 0.53% 70
2024
Q2 		$1.77M Buy
+7,075
New +$2.23M 0.6% 59

Other funds holding MDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

TrueMark Investments's MDB Position: Q2 2026 in Review

TrueMark Investments reduced its MongoDB (MDB) stake by 19% in Q2 2026, selling an estimated $360K and leaving 4,970 shares worth $1.67M. The position accounts for 0.21% of the portfolio, ranked #89.

TrueMark Investments first reported a position in MDB in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.55M in Q4 2025. 873 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • TrueMark Investments held 4,970 shares of MongoDB worth $1.67M as of Q2 2026.
  • TrueMark Investments sold 1,202 MongoDB shares in Q2 2026, an estimated $360K.
  • MongoDB made up 0.21% of TrueMark Investments's portfolio in Q2 2026, its #89 holding.
  • TrueMark Investments first reported a position in MongoDB in Q2 2024 and has held it in 9 quarters since.
  • TrueMark Investments's MongoDB position peaked at $2.55M in Q4 2025.
  • 873 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on TrueMark Investments's 13F filing for Q2 2026, filed 22 Jul 2026.