Amitell Capital’s MongoDB MDB Stock Holding History

Amitell Capital’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 Q2	–	Sell	-10,553	Closed	-$1.85M	–	62
2025 Q1	$1.85M	Sell	10,553 -8,072	-43%	-$1.97M	1.28%	29
2024 Q4	$4.34M	Buy	18,625 +5,000	+37%	+$1.41M	3.52%	11
2024 Q3	$3.68M	Buy	+13,625	New	+$3.54M	2.7%	17

Other funds holding MDB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SIM

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Amitell Capital's MDB Position: Q2 2025 in Review

Amitell Capital sold out of MongoDB (MDB) in Q2 2025, closing a stake of 10,553 shares — an estimated $1.85M sold.

Amitell Capital first reported a position in MDB in Q3 2024 and held it in 3 quarters. The position peaked at $4.34M in Q4 2024. 693 funds tracked by Wall St. Rank hold MDB as of Q2 2025.

Amitell Capital reported no remaining MongoDB position as of Q2 2025 after selling out during the quarter.
Amitell Capital sold 10,553 MongoDB shares in Q2 2025, an estimated $1.85M.
Amitell Capital first reported a position in MongoDB in Q3 2024 and held it in 3 quarters.
Amitell Capital's MongoDB position peaked at $4.34M in Q4 2024.
693 funds tracked by Wall St. Rank held MongoDB as of Q2 2025.

Based on Amitell Capital's 13F filing for Q2 2025, filed 12 Aug 2025.