Maridea Wealth Management’s MongoDB MDB Stock Holding History

Maridea 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 Q4	–	Sell	-716	Closed	-$234K	–	436
2025 Q3	$234K	Buy	+716	New	+$184K	0.04%	373

Other funds holding MDB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Maridea Wealth Management's MDB Position: Q4 2025 in Review

Maridea Wealth Management sold out of MongoDB (MDB) in Q4 2025, closing a stake of 716 shares — an estimated $234K sold.

Maridea Wealth Management first reported a position in MDB in Q3 2025 and held it in 1 quarter. The position peaked at $234K in Q3 2025. 916 funds tracked by Wall St. Rank hold MDB as of Q4 2025.

Maridea Wealth Management reported no remaining MongoDB position as of Q4 2025 after selling out during the quarter.
Maridea Wealth Management sold 716 MongoDB shares in Q4 2025, an estimated $234K.
Maridea Wealth Management first reported a position in MongoDB in Q3 2025 and held it in 1 quarter.
Maridea Wealth Management's MongoDB position peaked at $234K in Q3 2025.
916 funds tracked by Wall St. Rank held MongoDB as of Q4 2025.

Based on Maridea Wealth Management's 13F filing for Q4 2025, filed 8 Jan 2026.