Harbor Investment Advisory’s MongoDB MDB Stock Holding History

Harbor Investment Advisory’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 Q3	–	Sell	-42	Closed	-$8.82K	–	1203
2025 Q2	$8.82K	Sell	42 -22	-34%	-$4.07K	﹤0.01%	913
2025 Q1	$11.2K	Buy	64 +3	+5%	+$731	﹤0.01%	851
2024 Q4	$14.2K	Buy	61 +6	+11%	+$1.69K	﹤0.01%	805
2024 Q3	$14.9K	Sell	55 -4	-7%	-$1.04K	﹤0.01%	799
2024 Q2	$14.7K	Buy	59 +45	+321%	+$14.2K	﹤0.01%	785
2024 Q1	$5.02K	Buy	+14	New	+$5.72K	﹤0.01%	972

Other funds holding MDB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Harbor Investment Advisory's MDB Position: Q3 2025 in Review

Harbor Investment Advisory sold out of MongoDB (MDB) in Q3 2025, closing a stake of 42 shares — an estimated $8.82K sold.

Harbor Investment Advisory first reported a position in MDB in Q1 2024 and held it in 6 quarters. The position peaked at $14.9K in Q3 2024. 778 funds tracked by Wall St. Rank hold MDB as of Q3 2025.

Harbor Investment Advisory reported no remaining MongoDB position as of Q3 2025 after selling out during the quarter.
Harbor Investment Advisory sold 42 MongoDB shares in Q3 2025, an estimated $8.82K.
Harbor Investment Advisory first reported a position in MongoDB in Q1 2024 and held it in 6 quarters.
Harbor Investment Advisory's MongoDB position peaked at $14.9K in Q3 2024.
778 funds tracked by Wall St. Rank held MongoDB as of Q3 2025.

Based on Harbor Investment Advisory's 13F filing for Q3 2025, filed 27 Oct 2025.