IMG Wealth Management’s MongoDB MDB Stock Holding History

IMG 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 Q4	–	Sell	-5	Closed	-$1.55K	–	632
2025 Q3	$1.55K	Buy	+5	New	+$1.28K	﹤0.01%	471

Other funds holding MDB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

IMG Wealth Management's MDB Position: Q4 2025 in Review

IMG Wealth Management sold out of MongoDB (MDB) in Q4 2025, closing a stake of 5 shares — an estimated $1.55K sold.

IMG Wealth Management first reported a position in MDB in Q3 2025 and held it in 1 quarter. The position peaked at $1.55K in Q3 2025. 916 funds tracked by Wall St. Rank hold MDB as of Q4 2025.

IMG Wealth Management reported no remaining MongoDB position as of Q4 2025 after selling out during the quarter.
IMG Wealth Management sold 5 MongoDB shares in Q4 2025, an estimated $1.55K.
IMG Wealth Management first reported a position in MongoDB in Q3 2025 and held it in 1 quarter.
IMG Wealth Management's MongoDB position peaked at $1.55K in Q3 2025.
916 funds tracked by Wall St. Rank held MongoDB as of Q4 2025.

Based on IMG Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.