Larson Financial Group’s MongoDB MDB Stock Holding History

Larson Financial Group’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
2026 Q1	$66.3K	Buy	271 +33	+14%	+$11K	﹤0.01%	1198
2025 Q4	$99.9K	Buy	238 +42	+21%	+$15.3K	﹤0.01%	931
2025 Q3	$60.8K	Sell	196 -16	-8%	-$4.11K	﹤0.01%	1083
2025 Q2	$44.5K	Buy	212 +186	+715%	+$34.4K	﹤0.01%	1115
2025 Q1	$4.56K	Sell	26 -50	-66%	-$12.2K	﹤0.01%	1906
2024 Q4	$17.7K	Buy	76 +67	+744%	+$18.9K	﹤0.01%	1265
2024 Q3	$2.43K	Hold	9	–	–	﹤0.01%	1819
2024 Q2	$2.25K	Buy	+9	New	+$2.84K	﹤0.01%	1582
2023 Q4	–	Sell	-5	Closed	-$1.73K	–	1873
2023 Q3	$1.73K	Buy	+5	New	+$1.9K	﹤0.01%	1386

Other funds holding MDB

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return

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

Geode Capital Management

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return