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Bartlett & Co Wealth Management’s MongoDB MDB Stock Holding History

Bartlett & Co 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
2026
Q1 		$26.5K Hold
100
– – ﹤0.01% 779
2025
Q4 		$42K Hold
100
– – ﹤0.01% 703
2025
Q3 		$31K Hold
100
– – ﹤0.01% 749
2025
Q2 		$21K Hold
100
– – ﹤0.01% 803
2025
Q1 		$17.5K Hold
100
– – ﹤0.01% 833
2024
Q4 		$23.3K Hold
100
– – ﹤0.01% 785
2024
Q3 		$27K Hold
100
– – ﹤0.01% 767
2024
Q2 		$25K Hold
100
– – ﹤0.01% 786
2024
Q1 		$35.9K Hold
100
– – ﹤0.01% 715
2023
Q4 		$41.7K Hold
100
– – ﹤0.01% 741
2023
Q3 		$34.6K Hold
100
– – ﹤0.01% 722
2023
Q2 		$41.1K Hold
100
– – ﹤0.01% 708
2023
Q1 		$23.3K Hold
100
– – ﹤0.01% 686
2022
Q4 		$19.7K Hold
100
– – ﹤0.01% 723
2022
Q3 		$19.9K Sell
100
-27
-21% -$7.88K ﹤0.01% 706
2022
Q2 		$33K Buy
127
+27
+27% +$8.44K ﹤0.01% 650
2022
Q1 		$44.4K Buy
+100
New +$39.1K ﹤0.01% 597
2021
Q4 		– Sell
-100
Closed -$47.2K – 682
2021
Q3 		$47.2K Buy
+100
New +$40.3K ﹤0.01% 518

Other funds holding MDB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return