LGT Financial Advisors’s MongoDB MDB Stock Holding History

LGT Financial Advisors’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	-19	Closed	-$3.99K	–	548
2025 Q2	$3.99K	Buy	+19	New	+$3.51K	0.01%	313

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 $3.38T AUM 44.17% 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

LGT Financial Advisors's MDB Position: Q3 2025 in Review

LGT Financial Advisors sold out of MongoDB (MDB) in Q3 2025, closing a stake of 19 shares — an estimated $3.99K sold.

LGT Financial Advisors first reported a position in MDB in Q2 2025 and held it in 1 quarter. The position peaked at $3.99K in Q2 2025. 778 funds tracked by Wall St. Rank hold MDB as of Q3 2025.

LGT Financial Advisors reported no remaining MongoDB position as of Q3 2025 after selling out during the quarter.
LGT Financial Advisors sold 19 MongoDB shares in Q3 2025, an estimated $3.99K.
LGT Financial Advisors first reported a position in MongoDB in Q2 2025 and held it in 1 quarter.
LGT Financial Advisors's MongoDB position peaked at $3.99K in Q2 2025.
778 funds tracked by Wall St. Rank held MongoDB as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.