Avantax Advisory Services’s MongoDB MDB Stock Holding History

Avantax Advisory Services’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	$202K	Buy	+961	New	+$178K	﹤0.01%	2202
2024 Q4	–	Sell	-1,014	Closed	-$274K	–	2239
2024 Q3	$274K	Buy	1,014 +124	+14%	+$32.2K	﹤0.01%	1821
2024 Q2	$222K	Buy	+890	New	+$281K	﹤0.01%	1895
2024 Q1	–	Sell	-681	Closed	-$278K	–	1713
2023 Q4	$278K	Sell	681 -9	-1%	-$3.41K	﹤0.01%	1279
2023 Q3	$239K	Sell	690 -235	-25%	-$89.2K	﹤0.01%	1325
2023 Q2	$380K	Buy	+925	New	+$270K	﹤0.01%	1062
2022 Q1	–	Sell	-503	Closed	-$266K	–	1336
2021 Q4	$266K	Buy	+503	New	+$258K	﹤0.01%	1035

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

Avantax Advisory Services's MDB Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in MongoDB (MDB) in Q2 2025: 961 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #2202 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in MDB as recently as Q3 2024.

Avantax Advisory Services first reported a position in MDB in Q4 2021 and has held it in 7 quarters since. The position peaked at $380K in Q2 2023. 693 funds tracked by Wall St. Rank hold MDB as of Q2 2025.

Avantax Advisory Services held 961 shares of MongoDB worth $202K as of Q2 2025.
MongoDB was a new Avantax Advisory Services position in Q2 2025.
MongoDB made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2202 holding.
Avantax Advisory Services first reported a position in MongoDB in Q4 2021 and has held it in 7 quarters since.
Avantax Advisory Services's MongoDB position peaked at $380K in Q2 2023.
693 funds tracked by Wall St. Rank held MongoDB as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.