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Global Financial Private Client’s MongoDB MDB Stock Holding History

Global Financial Private Client’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
-1
Closed -$175 – 1033
2025
Q1 		$175 Hold
1
– – ﹤0.01% 1546
2024
Q4 		$233 Buy
+1
New +$282 ﹤0.01% 1210

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

Global Financial Private Client's MDB Position: Q2 2025 in Review

Global Financial Private Client sold out of MongoDB (MDB) in Q2 2025, closing a stake of 1 share — an estimated $175 sold.

Global Financial Private Client first reported a position in MDB in Q4 2024 and held it in 2 quarters. The position peaked at $233 in Q4 2024. 692 funds tracked by Wall St. Rank hold MDB as of Q2 2025.

  • Global Financial Private Client reported no remaining MongoDB position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 1 MongoDB share in Q2 2025, an estimated $175.
  • Global Financial Private Client first reported a position in MongoDB in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's MongoDB position peaked at $233 in Q4 2024.
  • 692 funds tracked by Wall St. Rank held MongoDB as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.