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Hemington Wealth Management’s MongoDB MDB Stock Holding History

Hemington 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
Q3 		$9K Buy
30
+17
+131% +$4.37K ﹤0.01% 928
2025
Q2 		$2K Buy
13
+9
+225% +$1.66K ﹤0.01% 1328
2025
Q1 		$0 Sell
4
-18
-82% -$4.39K ﹤0.01% 1651
2024
Q4 		$5K Buy
22
+11
+100% +$3.11K ﹤0.01% 1020
2024
Q3 		$2K Buy
+11
New +$2.86K ﹤0.01% 1209

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $3.37T AUM 44.26% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
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
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Hemington Wealth Management's MDB Position: Q3 2025 in Review

Hemington Wealth Management increased its MongoDB (MDB) stake by 131% in Q3 2025, buying an estimated $4.37K and bringing the position to 30 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #928.

Hemington Wealth Management first reported a position in MDB in Q3 2024 and has held it in 5 quarters since. 778 funds tracked by Wall St. Rank hold MDB as of Q3 2025.

  • Hemington Wealth Management held 30 shares of MongoDB worth $9K as of Q3 2025.
  • Hemington Wealth Management bought 17 MongoDB shares in Q3 2025, an estimated $4.37K.
  • MongoDB made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #928 holding.
  • Hemington Wealth Management first reported a position in MongoDB in Q3 2024 and has held it in 5 quarters since.
  • 778 funds tracked by Wall St. Rank held MongoDB as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.