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GeoWealth Management’s MongoDB MDB Stock Holding History

GeoWealth 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
2026
Q1 		– Sell
-583
Closed -$245K – 890
2025
Q4 		$245K Buy
+583
New +$212K 0.01% 623
2025
Q1 		– Sell
-355
Closed -$82.6K – 1505
2024
Q4 		$82.6K Sell
355
-111
-24% -$31.3K ﹤0.01% 1020
2024
Q3 		$126K Buy
+466
New +$121K ﹤0.01% 840

Other funds holding MDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

GeoWealth Management's MDB Position: Q1 2026 in Review

GeoWealth Management sold out of MongoDB (MDB) in Q1 2026, closing a stake of 583 shares — an estimated $245K sold.

GeoWealth Management first reported a position in MDB in Q3 2024 and held it in 3 quarters. The position peaked at $245K in Q4 2025. 816 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • GeoWealth Management reported no remaining MongoDB position as of Q1 2026 after selling out during the quarter.
  • GeoWealth Management sold 583 MongoDB shares in Q1 2026, an estimated $245K.
  • GeoWealth Management first reported a position in MongoDB in Q3 2024 and held it in 3 quarters.
  • GeoWealth Management's MongoDB position peaked at $245K in Q4 2025.
  • 816 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.