NorthRock Partners’s MongoDB MDB Stock Holding History

NorthRock Partners’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	-985	Closed	-$306K	–	798
2025 Q3	$306K	Sell	985 -311	-24%	-$79.9K	0.01%	692
2025 Q2	$272K	Buy	+1,296	New	+$240K	0.01%	561
2020 Q1	–	Sell	-1,413	Closed	-$186K	–	252
2019 Q4	$186K	Buy	+1,413	New	+$186K	0.02%	256

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 $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 $3.37T AUM 44.26% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

NorthRock Partners's MDB Position: Q4 2025 in Review

NorthRock Partners sold out of MongoDB (MDB) in Q4 2025, closing a stake of 985 shares — an estimated $306K sold.

NorthRock Partners first reported a position in MDB in Q4 2019 and held it in 3 quarters. The position peaked at $306K in Q3 2025. 915 funds tracked by Wall St. Rank hold MDB as of Q4 2025.

NorthRock Partners reported no remaining MongoDB position as of Q4 2025 after selling out during the quarter.
NorthRock Partners sold 985 MongoDB shares in Q4 2025, an estimated $306K.
NorthRock Partners first reported a position in MongoDB in Q4 2019 and held it in 3 quarters.
NorthRock Partners's MongoDB position peaked at $306K in Q3 2025.
915 funds tracked by Wall St. Rank held MongoDB as of Q4 2025.

Based on NorthRock Partners's 13F filing for Q4 2025, filed 17 Feb 2026.