Key Financial Inc’s MongoDB MDB Stock Holding History

Key Financial Inc’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	-2	Closed	-$420	–	1485
2025 Q2	$420	Hold	2	–	–	﹤0.01%	1342
2025 Q1	$351	Hold	2	–	–	﹤0.01%	1315
2024 Q4	$466	Hold	2	–	–	﹤0.01%	1295
2024 Q3	$541	Buy	+2	New	+$520	﹤0.01%	1247

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 $3.37T AUM 44.26% 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

Key Financial Inc's MDB Position: Q3 2025 in Review

Key Financial Inc sold out of MongoDB (MDB) in Q3 2025, closing a stake of 2 shares — an estimated $420 sold.

Key Financial Inc first reported a position in MDB in Q3 2024 and held it in 4 quarters. The position peaked at $541 in Q3 2024. 778 funds tracked by Wall St. Rank hold MDB as of Q3 2025.

Key Financial Inc reported no remaining MongoDB position as of Q3 2025 after selling out during the quarter.
Key Financial Inc sold 2 MongoDB shares in Q3 2025, an estimated $420.
Key Financial Inc first reported a position in MongoDB in Q3 2024 and held it in 4 quarters.
Key Financial Inc's MongoDB position peaked at $541 in Q3 2024.
778 funds tracked by Wall St. Rank held MongoDB as of Q3 2025.

Based on Key Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.