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Beirne Wealth Consulting Services’s MongoDB MDB Stock Holding History

Beirne Wealth Consulting 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
Q4 		– Sell
-759
Closed -$236K – 182
2025
Q3 		$236K Buy
+759
New +$195K 0.06% 195
2024
Q1 		– Sell
-782
Closed -$320K – 132
2023
Q4 		$320K Buy
+782
New +$297K 0.16% 100

Other funds holding MDB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Beirne Wealth Consulting Services's MDB Position: Q4 2025 in Review

Beirne Wealth Consulting Services sold out of MongoDB (MDB) in Q4 2025, closing a stake of 759 shares — an estimated $236K sold.

Beirne Wealth Consulting Services first reported a position in MDB in Q4 2023 and held it in 2 quarters. The position peaked at $320K in Q4 2023. 916 funds tracked by Wall St. Rank hold MDB as of Q4 2025.

  • Beirne Wealth Consulting Services reported no remaining MongoDB position as of Q4 2025 after selling out during the quarter.
  • Beirne Wealth Consulting Services sold 759 MongoDB shares in Q4 2025, an estimated $236K.
  • Beirne Wealth Consulting Services first reported a position in MongoDB in Q4 2023 and held it in 2 quarters.
  • Beirne Wealth Consulting Services's MongoDB position peaked at $320K in Q4 2023.
  • 916 funds tracked by Wall St. Rank held MongoDB as of Q4 2025.

Based on Beirne Wealth Consulting Services's 13F filing for Q4 2025, filed 29 Jan 2026.