Harbour Investments’s MongoDB MDB Stock Holding History

Harbour Investments’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	$52.3K	Sell	213 -90	-30%	-$30.1K	﹤0.01%	2321
2025 Q4	$127K	Buy	303 +195	+181%	+$70.9K	﹤0.01%	1509
2025 Q3	$33.5K	Buy	108 +21	+24%	+$5.4K	﹤0.01%	2083
2025 Q2	$18.3K	Buy	87 +28	+47%	+$5.18K	﹤0.01%	2275
2025 Q1	$10.3K	Sell	59 -10	-14%	-$2.44K	﹤0.01%	2501
2024 Q4	$16.1K	Buy	69 +32	+86%	+$9.04K	﹤0.01%	2226
2024 Q3	$10K	Sell	37 -7	-16%	-$1.82K	﹤0.01%	2361
2024 Q2	$11K	Sell	44 -32	-42%	-$10.1K	﹤0.01%	2217
2024 Q1	$27.3K	Buy	76 +43	+130%	+$17.6K	﹤0.01%	1802
2023 Q4	$13.5K	Buy	33 +17	+106%	+$6.45K	﹤0.01%	2037
2023 Q3	$5.53K	Buy	16 +4	+33%	+$1.52K	﹤0.01%	2234
2023 Q2	$4.93K	Buy	12 +1	+9%	+$292	﹤0.01%	2284
2023 Q1	$2.56K	Buy	11 +4	+57%	+$839	﹤0.01%	2492
2022 Q4	$1.38K	Hold	7	–	–	﹤0.01%	2615
2022 Q3	$2K	Hold	7	–	–	﹤0.01%	2461
2022 Q2	$2K	Buy	+7	New	+$2.19K	﹤0.01%	2461
2021 Q4	$4K	Sell	7 -68	-91%	-$34.8K	﹤0.01%	2244
2021 Q3	$35K	Buy	75 +7	+10%	+$2.82K	﹤0.01%	1983
2021 Q2	$25K	Buy	+68	New	+$21K	﹤0.01%	2222

Other funds holding MDB

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return