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Catalyst Capital Advisors’s MongoDB MDB Stock Holding History

Catalyst Capital Advisors’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
-56
Closed -$9.82K – 466
2025
Q1 		$9.82K Sell
56
-2
-3% -$487 ﹤0.01% 422
2024
Q4 		$13.5K Hold
58
– – ﹤0.01% 464
2024
Q3 		$15.7K Sell
58
-14
-19% -$3.64K ﹤0.01% 489
2024
Q2 		$18K Buy
72
+5
+7% +$1.58K ﹤0.01% 332
2024
Q1 		$24K Buy
+67
New +$27.4K ﹤0.01% 312
2019
Q4 		– Sell
-164
Closed -$20K – 375
2019
Q3 		$20K Buy
164
+39
+31% +$5.63K ﹤0.01% 295
2019
Q2 		$19K Buy
125
+50
+67% +$7.26K ﹤0.01% 269
2019
Q1 		$11K Hold
75
– – ﹤0.01% 290
2018
Q4 		$6K Sell
75
-26
-26% -$2K ﹤0.01% 342
2018
Q3 		$8K Sell
101
-100
-50% -$6.67K ﹤0.01% 350
2018
Q2 		$10K Buy
201
+50
+33% +$2.24K ﹤0.01% 361
2018
Q1 		$7K Hold
151
– – ﹤0.01% 364
2017
Q4 		$4K Buy
+151
New +$4.42K ﹤0.01% 404

Other funds holding MDB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
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

Catalyst Capital Advisors's MDB Position: Q2 2025 in Review

Catalyst Capital Advisors sold out of MongoDB (MDB) in Q2 2025, closing a stake of 56 shares — an estimated $9.82K sold.

Catalyst Capital Advisors first reported a position in MDB in Q4 2017 and held it in 13 quarters. The position peaked at $24K in Q1 2024. 693 funds tracked by Wall St. Rank hold MDB as of Q2 2025.

  • Catalyst Capital Advisors reported no remaining MongoDB position as of Q2 2025 after selling out during the quarter.
  • Catalyst Capital Advisors sold 56 MongoDB shares in Q2 2025, an estimated $9.82K.
  • Catalyst Capital Advisors first reported a position in MongoDB in Q4 2017 and held it in 13 quarters.
  • Catalyst Capital Advisors's MongoDB position peaked at $24K in Q1 2024.
  • 693 funds tracked by Wall St. Rank held MongoDB as of Q2 2025.

Based on Catalyst Capital Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.