Covestor’s MongoDB MDB Stock Holding History

Covestor’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
2026 Q1	$11K	Sell	46 -51	-53%	-$17.1K	0.01%	1352
2025 Q4	$41K	Sell	97 -5	-5%	-$1.82K	0.02%	984
2025 Q3	$32K	Buy	102 +20	+24%	+$5.14K	0.02%	1100
2025 Q2	$17K	Sell	82 -82	-50%	-$15.2K	0.01%	1313
2025 Q1	$29K	Sell	164 -26	-14%	-$6.34K	0.02%	1058
2024 Q4	$44K	Sell	190 -148	-44%	-$41.8K	0.03%	908
2024 Q3	$91K	Buy	338 +82	+32%	+$21.3K	0.06%	580
2024 Q2	$64K	Buy	256 +45	+21%	+$14.2K	0.04%	744
2024 Q1	$76K	Sell	211 -258	-55%	-$105K	0.05%	699
2023 Q4	$192K	Buy	469 +410	+695%	+$156K	0.13%	160
2023 Q3	$21K	Buy	59 +17	+40%	+$6.45K	0.02%	1098
2023 Q2	$18K	Sell	42 -1	-2%	-$292	0.01%	1182
2023 Q1	$10K	Sell	43 -48	-53%	-$10.1K	0.01%	1317
2022 Q4	$18K	Hold	91	–	–	0.01%	1069
2022 Q3	$18K	Hold	91	–	–	0.02%	1026
2022 Q2	$24K	Sell	91 -3	-3%	-$938	0.02%	943
2022 Q1	$42K	Buy	94 +13	+16%	+$5.08K	0.03%	854
2021 Q4	$43K	Buy	+81	New	+$41.5K	0.06%	629

Other funds holding MDB

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return