Whittier Trust’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.17M | Buy |
35,975
+34,999
| +3,586% | +$11.7M | 0.1% | 145 |
|
|
2025
Q4 | $425K | Buy |
976
+40
| +4% | +$14.6K | ﹤0.01% | 460 |
|
|
2025
Q3 | $301K | Buy |
936
+23
| +3% | +$5.91K | ﹤0.01% | 518 |
|
|
2025
Q2 | $192K | Sell |
913
-526
| -37% | -$97.2K | ﹤0.01% | 668 |
|
|
2025
Q1 | $252K | Sell |
1,439
-1,081
| -43% | -$263K | ﹤0.01% | 609 |
|
|
2024
Q4 | $587K | Sell |
2,520
-28,413
| -92% | -$8.02M | 0.01% | 465 |
|
|
2024
Q3 | $8.36M | Buy |
30,933
+1,169
| +4% | +$304K | 0.11% | 155 |
|
|
2024
Q2 | $7.44M | Buy |
29,764
+1,384
| +5% | +$437K | 0.11% | 154 |
|
|
2024
Q1 | $10.2M | Buy |
28,380
+1,139
| +4% | +$465K | 0.15% | 132 |
|
|
2023
Q4 | $11.1M | Sell |
27,241
-5,087
| -16% | -$1.93M | 0.18% | 125 |
|
|
2023
Q3 | $11.2M | Buy |
32,328
+902
| +3% | +$342K | 0.2% | 108 |
|
|
2023
Q2 | $12.9M | Buy |
31,426
+2,035
| +7% | +$594K | 0.22% | 97 |
|
|
2023
Q1 | $6.85M | Buy |
29,391
+5,094
| +21% | +$1.07M | 0.12% | 159 |
|
|
2022
Q4 | $4.78M | Sell |
24,297
-5,976
| -20% | -$1.06M | 0.09% | 189 |
|
|
2022
Q3 | $6.01M | Buy |
30,273
+1,262
| +4% | +$368K | 0.13% | 162 |
|
|
2022
Q2 | $7.53M | Buy |
29,011
+370
| +1% | +$116K | 0.15% | 143 |
|
|
2022
Q1 | $12.7M | Buy |
28,641
+811
| +3% | +$317K | 0.21% | 111 |
|
|
2021
Q4 | $14.7M | Sell |
27,830
-6,877
| -20% | -$3.52M | 0.24% | 100 |
|
|
2021
Q3 | $16.4M | Buy |
34,707
+1,296
| +4% | +$522K | 0.3% | 90 |
|
|
2021
Q2 | $12.1M | Buy |
33,411
+2,026
| +6% | +$627K | 0.22% | 107 |
|
|
2021
Q1 | $8.39M | Sell |
31,385
-3,504
| -10% | -$1.24M | 0.16% | 129 |
|
|
2020
Q4 | $12.5M | Sell |
34,889
-8,448
| -19% | -$2.36M | 0.27% | 91 |
|
|
2020
Q3 | $10M | Buy |
43,337
+851
| +2% | +$184K | 0.24% | 101 |
|
|
2020
Q2 | $9.62M | Buy |
42,486
+441
| +1% | +$81.7K | 0.27% | 97 |
|
|
2020
Q1 | $5.74M | Buy |
42,045
+2,168
| +5% | +$320K | 0.19% | 125 |
|
|
2019
Q4 | $5.25M | Buy |
39,877
+921
| +2% | +$121K | 0.14% | 150 |
|
|
2019
Q3 | $4.69M | Buy |
38,956
+416
| +1% | +$60K | 0.13% | 154 |
|
|
2019
Q2 | $5.86M | Buy |
38,540
+1,637
| +4% | +$238K | 0.17% | 134 |
|
|
2019
Q1 | $5.42M | Buy |
36,903
+1,438
| +4% | +$148K | 0.17% | 138 |
|
|
2018
Q4 | $2.97M | Buy |
35,465
+2,573
| +8% | +$198K | 0.1% | 179 |
|
|
2018
Q3 | $2.68M | Buy |
32,892
+139
| +0.4% | +$9.27K | 0.08% | 199 |
|
|
2018
Q2 | $1.63M | Buy |
32,753
+5,653
| +21% | +$254K | 0.05% | 240 |
|
|
2018
Q1 | $1.18M | Buy |
+27,100
| New | +$876K | 0.04% | 268 |
|
Other funds holding MDB
VPM
VCM
Whittier Trust's MDB Position: Q1 2026 in Review
Whittier Trust increased its MongoDB (MDB) stake by 3,586% in Q1 2026, buying an estimated $11.7M and bringing the position to 35,975 shares worth $9.17M. The position accounts for 0.1% of the portfolio, ranked #145.
Whittier Trust first reported a position in MDB in Q1 2018 and has held it in 33 quarters since. The position peaked at $16.4M in Q3 2021. 811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.
- Whittier Trust held 35,975 shares of MongoDB worth $9.17M as of Q1 2026.
- Whittier Trust bought 34,999 MongoDB shares in Q1 2026, an estimated $11.7M.
- MongoDB made up 0.1% of Whittier Trust's portfolio in Q1 2026, its #145 holding.
- Whittier Trust first reported a position in MongoDB in Q1 2018 and has held it in 33 quarters since.
- Whittier Trust's MongoDB position peaked at $16.4M in Q3 2021.
- 811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.
Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.