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Prosperity Wealth Management’s MongoDB MDB Stock Holding History

Prosperity 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 		$1.07M Buy
2,555
+305
+14% +$111K 0.36% 54
2025
Q3 		$698K Buy
+2,250
New +$578K 0.24% 97
2025
Q1 		– Sell
-2,139
Closed -$498K – 239
2024
Q4 		$498K Buy
2,139
+644
+43% +$182K 0.2% 95
2024
Q3 		$404K Buy
1,495
+195
+15% +$50.7K 0.16% 104
2024
Q2 		$325K Sell
1,300
-375
-22% -$118K 0.16% 120
2024
Q1 		$601K Buy
1,675
+1,170
+232% +$478K 0.28% 58
2023
Q4 		$206K Buy
+505
New +$192K 0.13% 128
2023
Q3 		– Sell
-790
Closed -$325K – 168
2023
Q2 		$325K Buy
+790
New +$230K 0.21% 79

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 Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

Prosperity Wealth Management increased its MongoDB (MDB) stake by 14% in Q4 2025, buying an estimated $111K and bringing the position to 2,555 shares worth $1.07M. The position accounts for 0.36% of the portfolio, ranked #54.

Prosperity Wealth Management first reported a position in MDB in Q2 2023 and has held it in 8 quarters since. 914 funds tracked by Wall St. Rank hold MDB as of Q4 2025.

  • Prosperity Wealth Management held 2,555 shares of MongoDB worth $1.07M as of Q4 2025.
  • Prosperity Wealth Management bought 305 MongoDB shares in Q4 2025, an estimated $111K.
  • MongoDB made up 0.36% of Prosperity Wealth Management's portfolio in Q4 2025, its #54 holding.
  • Prosperity Wealth Management first reported a position in MongoDB in Q2 2023 and has held it in 8 quarters since.
  • 914 funds tracked by Wall St. Rank held MongoDB as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.