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Mowery & Schoenfeld Wealth Management’s MongoDB MDB Stock Holding History

Mowery & Schoenfeld 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
Q2 		– Sell
-2
Closed -$351 – 440
2025
Q1 		$351 Buy
+2
New +$487 ﹤0.01% 441

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's MDB Position: Q2 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of MongoDB (MDB) in Q2 2025, closing a stake of 2 shares — an estimated $351 sold.

Mowery & Schoenfeld Wealth Management first reported a position in MDB in Q1 2025 and held it in 1 quarter. The position peaked at $351 in Q1 2025. 692 funds tracked by Wall St. Rank hold MDB as of Q2 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining MongoDB position as of Q2 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 2 MongoDB shares in Q2 2025, an estimated $351.
  • Mowery & Schoenfeld Wealth Management first reported a position in MongoDB in Q1 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's MongoDB position peaked at $351 in Q1 2025.
  • 692 funds tracked by Wall St. Rank held MongoDB as of Q2 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.