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Golden State Wealth Management’s MongoDB MDB Stock Holding History

Golden State 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
Q4 		– Sell
-4
Closed -$1.24K – 1733
2025
Q3 		$1.24K Hold
4
– – ﹤0.01% 1475
2025
Q2 		$840 Sell
4
-13
-76% -$2.4K ﹤0.01% 1450
2025
Q1 		$2.98K Buy
17
+2
+13% +$487 ﹤0.01% 1261
2024
Q4 		$3.49K Buy
+15
New +$4.24K ﹤0.01% 1177
2020
Q2 		– Sell
-280
Closed -$38K – 656
2020
Q1 		$38K Buy
+280
New +$41.3K 0.02% 403
2019
Q4 		– Sell
-300
Closed -$36K – 579
2019
Q3 		$36K Buy
300
+245
+445% +$35.4K 0.01% 501
2019
Q2 		$8K Hold
55
– – ﹤0.01% 789
2019
Q1 		$8K Buy
+55
New +$5.64K ﹤0.01% 815

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 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Golden State Wealth Management's MDB Position: Q4 2025 in Review

Golden State Wealth Management sold out of MongoDB (MDB) in Q4 2025, closing a stake of 4 shares — an estimated $1.24K sold.

Golden State Wealth Management first reported a position in MDB in Q1 2019 and held it in 8 quarters. The position peaked at $38K in Q1 2020. 915 funds tracked by Wall St. Rank hold MDB as of Q4 2025.

  • Golden State Wealth Management reported no remaining MongoDB position as of Q4 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 4 MongoDB shares in Q4 2025, an estimated $1.24K.
  • Golden State Wealth Management first reported a position in MongoDB in Q1 2019 and held it in 8 quarters.
  • Golden State Wealth Management's MongoDB position peaked at $38K in Q1 2020.
  • 915 funds tracked by Wall St. Rank held MongoDB as of Q4 2025.

Based on Golden State Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.