Capital A Wealth Management’s MongoDB MDB Stock Holding History

Capital A 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 Q2	–	Sell	-26	Closed	-$4.56K	–	687
2025 Q1	$4.56K	Hold	26	–	–	﹤0.01%	390
2024 Q4	$6.05K	Buy	+26	New	+$7.34K	0.01%	353

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

Capital A Wealth Management's MDB Position: Q2 2025 in Review

Capital A Wealth Management sold out of MongoDB (MDB) in Q2 2025, closing a stake of 26 shares — an estimated $4.56K sold.

Capital A Wealth Management first reported a position in MDB in Q4 2024 and held it in 2 quarters. The position peaked at $6.05K in Q4 2024. 692 funds tracked by Wall St. Rank hold MDB as of Q2 2025.

Capital A Wealth Management reported no remaining MongoDB position as of Q2 2025 after selling out during the quarter.
Capital A Wealth Management sold 26 MongoDB shares in Q2 2025, an estimated $4.56K.
Capital A Wealth Management first reported a position in MongoDB in Q4 2024 and held it in 2 quarters.
Capital A Wealth Management's MongoDB position peaked at $6.05K in Q4 2024.
692 funds tracked by Wall St. Rank held MongoDB as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.