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WoodTrust Financial’s MongoDB MDB Stock Holding History

WoodTrust Financial’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
-6,150
Closed -$1.51M – 189
2026
Q1 		$1.51M Sell
6,150
-500
-8% -$167K 0.19% 69
2025
Q4 		$2.79M Buy
6,650
+1,250
+23% +$455K 0.33% 49
2025
Q3 		$1.68M Hold
5,400
– – 0.2% 68
2025
Q2 		$1.13M Buy
5,400
+250
+5% +$46.2K 0.14% 80
2025
Q1 		$903K Buy
5,150
+900
+21% +$219K 0.13% 87
2024
Q4 		$989K Buy
+4,250
New +$1.2M 0.14% 83
2024
Q3 		– Sell
-3,350
Closed -$837K – 187
2024
Q2 		$837K Buy
3,350
+1,424
+74% +$450K 0.13% 95
2024
Q1 		$690K Buy
1,926
+1
+0.1% +$409 0.11% 101
2023
Q4 		$787K Hold
1,925
– – 0.13% 89
2023
Q3 		$666K Hold
1,925
– – 0.13% 93
2023
Q2 		$791K Hold
1,925
– – 0.15% 88
2023
Q1 		$449K Hold
1,925
– – 0.09% 106
2022
Q4 		$379K Buy
1,925
+100
+5% +$17.8K 0.08% 113
2022
Q3 		$362K Buy
1,825
+375
+26% +$109K 0.08% 112
2022
Q2 		$376K Buy
+1,450
New +$453K 0.08% 112

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 $3.37T AUM 44.26% 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

WoodTrust Financial's MDB Position: Q2 2026 in Review

WoodTrust Financial sold out of MongoDB (MDB) in Q2 2026, closing a stake of 6,150 shares — an estimated $1.51M sold.

WoodTrust Financial first reported a position in MDB in Q2 2022 and held it in 15 quarters. The position peaked at $2.79M in Q4 2025. 870 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • WoodTrust Financial reported no remaining MongoDB position as of Q2 2026 after selling out during the quarter.
  • WoodTrust Financial sold 6,150 MongoDB shares in Q2 2026, an estimated $1.51M.
  • WoodTrust Financial first reported a position in MongoDB in Q2 2022 and held it in 15 quarters.
  • WoodTrust Financial's MongoDB position peaked at $2.79M in Q4 2025.
  • 870 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on WoodTrust Financial's 13F filing for Q2 2026, filed 27 Jul 2026.