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Congress Wealth Management’s MongoDB MDB Stock Holding History

Congress 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 		$4.71M Buy
22,426
+2,347
+12% +$434K 0.05% 395
2025
Q1 		$3.52M Buy
+20,079
New +$4.89M 0.04% 380

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 $3.37T AUM 44.26% 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

Congress Wealth Management's MDB Position: Q2 2025 in Review

Congress Wealth Management increased its MongoDB (MDB) stake by 12% in Q2 2025, buying an estimated $434K and bringing the position to 22,426 shares worth $4.71M. The position accounts for 0.05% of the portfolio, ranked #395.

Congress Wealth Management first reported a position in MDB in Q1 2025 and has held it in 2 quarters since. 693 funds tracked by Wall St. Rank hold MDB as of Q2 2025.

  • Congress Wealth Management held 22,426 shares of MongoDB worth $4.71M as of Q2 2025.
  • Congress Wealth Management bought 2,347 MongoDB shares in Q2 2025, an estimated $434K.
  • MongoDB made up 0.05% of Congress Wealth Management's portfolio in Q2 2025, its #395 holding.
  • Congress Wealth Management first reported a position in MongoDB in Q1 2025 and has held it in 2 quarters since.
  • 693 funds tracked by Wall St. Rank held MongoDB as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.