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GPS Wealth Strategies Group’s MongoDB MDB Stock Holding History

GPS Wealth Strategies Group’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
-10
Closed -$3.1K – 1166
2025
Q3 		$3.1K Hold
10
– – ﹤0.01% 1357
2025
Q2 		$2.1K Hold
10
– – ﹤0.01% 1349
2025
Q1 		$1.75K Hold
10
– – ﹤0.01% 1324
2024
Q4 		$2.33K Hold
10
– – ﹤0.01% 1227
2024
Q3 		$2.7K Hold
10
– – ﹤0.01% 1194
2024
Q2 		$2.5K Hold
10
– – ﹤0.01% 1179
2024
Q1 		$3.59K Sell
10
-20
-67% -$8.17K ﹤0.01% 1067
2023
Q4 		$12.3K Sell
30
-32
-52% -$12.1K ﹤0.01% 793
2023
Q3 		$21.4K Sell
62
-1
-2% -$380 ﹤0.01% 678
2023
Q2 		$25.9K Buy
+63
New +$18.4K ﹤0.01% 641

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

GPS Wealth Strategies Group's MDB Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of MongoDB (MDB) in Q4 2025, closing a stake of 10 shares — an estimated $3.1K sold.

GPS Wealth Strategies Group first reported a position in MDB in Q2 2023 and held it in 10 quarters. The position peaked at $25.9K in Q2 2023. 915 funds tracked by Wall St. Rank hold MDB as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining MongoDB position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 10 MongoDB shares in Q4 2025, an estimated $3.1K.
  • GPS Wealth Strategies Group first reported a position in MongoDB in Q2 2023 and held it in 10 quarters.
  • GPS Wealth Strategies Group's MongoDB position peaked at $25.9K in Q2 2023.
  • 915 funds tracked by Wall St. Rank held MongoDB as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.