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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
2022
Q1 		– Sell
-400
Closed -$212K – 955
2021
Q4 		$212K Sell
400
-400
-50% -$205K 0.01% 846
2021
Q3 		$377K Hold
800
– – 0.02% 614
2021
Q2 		$289K Buy
+800
New +$247K 0.02% 731
2021
Q1 		– Sell
-600
Closed -$215K – 855
2020
Q4 		$215K Buy
+600
New +$168K 0.01% 790

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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. 777 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.
  • 777 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.