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Rise Advisors’s MongoDB MDB Stock Holding History

Rise Advisors’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
-19
Closed -$5.9K – 893
2025
Q3 		$5.9K Hold
19
– – ﹤0.01% 1129
2025
Q2 		$3.99K Buy
19
+9
+90% +$1.66K ﹤0.01% 1164
2025
Q1 		$1.75K Hold
10
– – ﹤0.01% 1184
2024
Q4 		$2.33K Sell
10
-20
-67% -$5.65K ﹤0.01% 1070
2024
Q3 		$8.11K Sell
30
-12
-29% -$3.12K ﹤0.01% 1042
2024
Q2 		$10.5K Hold
42
– – 0.01% 997
2024
Q1 		$15.1K Buy
42
+17
+68% +$6.95K 0.01% 855
2023
Q4 		$10.2K Sell
25
-16
-39% -$6.07K 0.01% 316
2023
Q3 		$14.2K Hold
41
– – 0.01% 274
2023
Q2 		$16.9K Sell
41
-12
-23% -$3.5K 0.01% 261
2023
Q1 		$12.4K Buy
53
+2
+4% +$420 0.01% 329
2022
Q4 		$10K Hold
51
– – 0.01% 354
2022
Q3 		$10K Hold
51
– – 0.01% 338
2022
Q2 		$13K Buy
51
+10
+24% +$3.13K 0.01% 300
2022
Q1 		$18K Hold
41
– – 0.02% 254
2021
Q4 		$21.7K Buy
+41
New +$21K 0.02% 238

Other funds holding MDB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Rise Advisors's MDB Position: Q4 2025 in Review

Rise Advisors sold out of MongoDB (MDB) in Q4 2025, closing a stake of 19 shares — an estimated $5.9K sold.

Rise Advisors first reported a position in MDB in Q4 2021 and held it in 16 quarters. The position peaked at $21.7K in Q4 2021. 915 funds tracked by Wall St. Rank hold MDB as of Q4 2025.

  • Rise Advisors reported no remaining MongoDB position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 19 MongoDB shares in Q4 2025, an estimated $5.9K.
  • Rise Advisors first reported a position in MongoDB in Q4 2021 and held it in 16 quarters.
  • Rise Advisors's MongoDB position peaked at $21.7K in Q4 2021.
  • 915 funds tracked by Wall St. Rank held MongoDB as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.