Orion Portfolio Solutions’s MongoDB MDB Stock Holding History

Orion Portfolio Solutions’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 Q1	$1.28M	Buy	7,292 +1,216	+20%	+$296K	0.01%	947
2024 Q4	$1.41M	Buy	6,076 +974	+19%	+$275K	0.01%	869
2024 Q3	$1.38M	Buy	5,102 +215	+4%	+$55.9K	0.01%	877
2024 Q2	$1.22M	Sell	4,887 -431	-8%	-$136K	0.01%	889
2024 Q1	$1.91M	Sell	5,318 -471	-8%	-$192K	0.02%	680
2023 Q4	$2.19M	Sell	5,789 -447	-7%	-$170K	0.03%	585
2023 Q3	$2.16M	Buy	6,236 +19	+0.3%	+$7.21K	0.03%	582
2023 Q2	$2.56M	Sell	6,217 -231	-4%	-$67.4K	0.03%	539
2023 Q1	$1.5M	Buy	+6,448	New	+$1.35M	0.02%	709
2020 Q3	–	Sell	-12	Closed	-$3K	–	1393
2020 Q2	$3K	Hold	12	–	–	﹤0.01%	1662
2020 Q1	$2K	Sell	12 -39	-76%	-$5.76K	﹤0.01%	1596
2019 Q4	$7K	Buy	+51	New	+$6.7K	﹤0.01%	1145

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SIM

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

Orion Portfolio Solutions's MDB Position: Q1 2025 in Review

Orion Portfolio Solutions increased its MongoDB (MDB) stake by 20% in Q1 2025, buying an estimated $296K and bringing the position to 7,292 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #947.

Orion Portfolio Solutions first reported a position in MDB in Q4 2019 and has held it in 12 quarters since. The position peaked at $2.56M in Q2 2023. 664 funds tracked by Wall St. Rank hold MDB as of Q1 2025.

Orion Portfolio Solutions held 7,292 shares of MongoDB worth $1.28M as of Q1 2025.
Orion Portfolio Solutions bought 1,216 MongoDB shares in Q1 2025, an estimated $296K.
MongoDB made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #947 holding.
Orion Portfolio Solutions first reported a position in MongoDB in Q4 2019 and has held it in 12 quarters since.
Orion Portfolio Solutions's MongoDB position peaked at $2.56M in Q2 2023.
664 funds tracked by Wall St. Rank held MongoDB as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.