IWA
MDB icon

Icon Wealth Advisors’s MongoDB MDB Stock Holding History

Icon Wealth Advisors’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
Q1 		– Sell
-444
Closed -$103K – 516
2024
Q4 		$103K Buy
444
+40
+10% +$11.3K 0.01% 499
2024
Q3 		$109K Buy
+404
New +$105K 0.01% 463
2024
Q2 		– Sell
-446
Closed -$160K – 477
2024
Q1 		$160K Buy
446
+49
+12% +$20K 0.01% 379
2023
Q4 		$162K Buy
+397
New +$151K 0.02% 345

Other funds holding MDB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Icon Wealth Advisors's MDB Position: Q1 2025 in Review

Icon Wealth Advisors sold out of MongoDB (MDB) in Q1 2025, closing a stake of 444 shares — an estimated $103K sold.

Icon Wealth Advisors first reported a position in MDB in Q4 2023 and held it in 4 quarters. The position peaked at $162K in Q4 2023. 663 funds tracked by Wall St. Rank hold MDB as of Q1 2025.

  • Icon Wealth Advisors reported no remaining MongoDB position as of Q1 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 444 MongoDB shares in Q1 2025, an estimated $103K.
  • Icon Wealth Advisors first reported a position in MongoDB in Q4 2023 and held it in 4 quarters.
  • Icon Wealth Advisors's MongoDB position peaked at $162K in Q4 2023.
  • 663 funds tracked by Wall St. Rank held MongoDB as of Q1 2025.

Based on Icon Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.