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Laird Norton Wetherby Wealth Management’s MongoDB MDB Stock Holding History

Laird Norton Wetherby 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 		$269K Buy
+867
New +$223K 0.01% 791
2024
Q4 		$270K Sell
1,160
-118
-9% -$33.3K 0.01% 730
2024
Q3 		$346K Sell
1,278
-133
-9% -$34.6K 0.02% 681
2024
Q2 		$353K Buy
1,411
+214
+18% +$67.6K 0.02% 651
2024
Q1 		$429K Sell
1,197
-22
-2% -$8.99K 0.02% 609
2023
Q4 		$498K Sell
1,219
-52
-4% -$19.7K 0.03% 545
2023
Q3 		$440K Sell
1,271
-26
-2% -$9.87K 0.02% 565
2023
Q2 		$533K Sell
1,297
-2
-0.2% -$583 0.03% 513
2023
Q1 		$303K Buy
1,299
+161
+14% +$33.8K 0.02% 704
2022
Q4 		$224K Sell
1,138
-11
-1% -$1.96K 0.01% 766
2022
Q3 		$228K Buy
+1,149
New +$335K 0.02% 764
2022
Q2 		– Sell
-1,050
Closed -$466K – 957
2022
Q1 		$466K Buy
1,050
+163
+18% +$63.7K 0.03% 548
2021
Q4 		$470K Buy
887
+160
+22% +$81.9K 0.03% 551
2021
Q3 		$343K Buy
727
+133
+22% +$53.6K 0.02% 649
2021
Q2 		$215K Sell
594
-988
-62% -$306K 0.01% 843
2021
Q1 		$423K Sell
1,582
-42
-3% -$14.9K 0.03% 493
2020
Q4 		$583K Sell
1,624
-69
-4% -$19.3K 0.04% 422
2020
Q3 		$392K Sell
1,693
-482
-22% -$104K 0.03% 435
2020
Q2 		$493K Buy
2,175
+643
+42% +$119K 0.05% 361
2020
Q1 		$210K Sell
1,532
-419
-21% -$61.9K 0.02% 563
2019
Q4 		$256K Buy
1,951
+34
+2% +$4.46K 0.03% 584
2019
Q3 		$231K Buy
+1,917
New +$277K 0.02% 617

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

Laird Norton Wetherby Wealth Management's MDB Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management opened a new position in MongoDB (MDB) in Q3 2025: 867 shares worth $269K. The stake represents 0.01% of the portfolio and ranks #791 among its holdings. This is a return to the name: Laird Norton Wetherby Wealth Management previously reported a position in MDB as recently as Q4 2024.

Laird Norton Wetherby Wealth Management first reported a position in MDB in Q3 2019 and has held it in 22 quarters since. The position peaked at $583K in Q4 2020. 778 funds tracked by Wall St. Rank hold MDB as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 867 shares of MongoDB worth $269K as of Q3 2025.
  • MongoDB was a new Laird Norton Wetherby Wealth Management position in Q3 2025.
  • MongoDB made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #791 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in MongoDB in Q3 2019 and has held it in 22 quarters since.
  • Laird Norton Wetherby Wealth Management's MongoDB position peaked at $583K in Q4 2020.
  • 778 funds tracked by Wall St. Rank held MongoDB as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.