Limestone Investment Advisors’s MongoDB MDB Stock Holding History

Limestone Investment 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 Q4	–	Sell	-1,000	Closed	-$310K	–	578
2025 Q3	$310K	Buy	+1,000	New	+$257K	0.02%	325

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Limestone Investment Advisors's MDB Position: Q4 2025 in Review

Limestone Investment Advisors sold out of MongoDB (MDB) in Q4 2025, closing a stake of 100 shares — an estimated $31K sold.

Limestone Investment Advisors first reported a position in MDB in Q3 2025 and held it in 1 quarter. The position peaked at $31K in Q3 2025. 916 funds tracked by Wall St. Rank hold MDB as of Q4 2025.

Limestone Investment Advisors reported no remaining MongoDB position as of Q4 2025 after selling out during the quarter.
Limestone Investment Advisors sold 100 MongoDB shares in Q4 2025, an estimated $31K.
Limestone Investment Advisors first reported a position in MongoDB in Q3 2025 and held it in 1 quarter.
Limestone Investment Advisors's MongoDB position peaked at $31K in Q3 2025.
916 funds tracked by Wall St. Rank held MongoDB as of Q4 2025.

Based on Limestone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.