Atticus Wealth Management’s MongoDB MDB Stock Holding History

Atticus Wealth 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 Q3	–	Sell	-12	Closed	-$2.52K	–	449
2025 Q2	$2.52K	Buy	12 +1	+9%	+$185	﹤0.01%	558
2025 Q1	$1.93K	Hold	11	–	–	﹤0.01%	452
2024 Q4	$2.56K	Hold	11	–	–	﹤0.01%	458
2024 Q3	$2.97K	Hold	11	–	–	﹤0.01%	452
2024 Q2	$2.75K	Hold	11	–	–	﹤0.01%	448
2024 Q1	$3.95K	Hold	11	–	–	﹤0.01%	456
2023 Q4	$4.5K	Hold	11	–	–	﹤0.01%	454
2023 Q3	$3.81K	Hold	11	–	–	﹤0.01%	466
2023 Q2	$4.52K	Hold	11	–	–	﹤0.01%	456
2023 Q1	$2.56K	Hold	11	–	–	﹤0.01%	461
2022 Q4	$2.17K	Sell	11 -1	-8%	-$178	﹤0.01%	459
2022 Q3	$3K	Hold	12	–	–	﹤0.01%	474
2022 Q2	$3K	Hold	12	–	–	﹤0.01%	507
2022 Q1	$5K	Buy	12 +11	+1,100%	+$4.3K	﹤0.01%	465
2021 Q4	$1K	Sell	1 -194	-99%	-$99.3K	﹤0.01%	425
2021 Q3	$92K	Buy	+195	New	+$78.5K	0.04%	179

Other funds holding MDB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Atticus Wealth Management's MDB Position: Q3 2025 in Review

Atticus Wealth Management sold out of MongoDB (MDB) in Q3 2025, closing a stake of 12 shares — an estimated $2.52K sold.

Atticus Wealth Management first reported a position in MDB in Q3 2021 and held it in 16 quarters. The position peaked at $92K in Q3 2021. 778 funds tracked by Wall St. Rank hold MDB as of Q3 2025.

Atticus Wealth Management reported no remaining MongoDB position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 12 MongoDB shares in Q3 2025, an estimated $2.52K.
Atticus Wealth Management first reported a position in MongoDB in Q3 2021 and held it in 16 quarters.
Atticus Wealth Management's MongoDB position peaked at $92K in Q3 2021.
778 funds tracked by Wall St. Rank held MongoDB as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.