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Continuum Advisory’s MongoDB MDB Stock Holding History

Continuum Advisory’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
-67
Closed -$11.8K – 1113
2025
Q1 		$11.8K Sell
67
-13
-16% -$3.17K ﹤0.01% 939
2024
Q4 		$18.6K Sell
80
-57
-42% -$16.1K ﹤0.01% 864
2024
Q3 		$39.9K Buy
137
+118
+621% +$30.7K 0.01% 708
2024
Q2 		$4.75K Sell
19
-6
-24% -$1.9K ﹤0.01% 1085
2024
Q1 		$8.87K Buy
+25
New +$10.2K ﹤0.01% 971

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 International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
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

Continuum Advisory's MDB Position: Q2 2025 in Review

Continuum Advisory sold out of MongoDB (MDB) in Q2 2025, closing a stake of 67 shares — an estimated $11.8K sold.

Continuum Advisory first reported a position in MDB in Q1 2024 and held it in 5 quarters. The position peaked at $39.9K in Q3 2024. 692 funds tracked by Wall St. Rank hold MDB as of Q2 2025.

  • Continuum Advisory reported no remaining MongoDB position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 67 MongoDB shares in Q2 2025, an estimated $11.8K.
  • Continuum Advisory first reported a position in MongoDB in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's MongoDB position peaked at $39.9K in Q3 2024.
  • 692 funds tracked by Wall St. Rank held MongoDB as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.