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Shelton Capital Management’s MongoDB MDB Stock Holding History

Shelton Capital 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
-8,864
Closed -$1.55M – 731
2025
Q1 		$1.55M Hold
8,864
– – 0.04% 242
2024
Q4 		$2.06M Hold
8,864
– – 0.05% 228
2024
Q3 		$2.4M Hold
8,864
– – 0.06% 228
2024
Q2 		$2.22M Buy
8,864
+503
+6% +$159K 0.06% 232
2024
Q1 		$3M Hold
8,361
– – 0.09% 218
2023
Q4 		$3.42M Buy
+8,361
New +$3.17M 0.11% 198

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

Shelton Capital Management's MDB Position: Q2 2025 in Review

Shelton Capital Management sold out of MongoDB (MDB) in Q2 2025, closing a stake of 8,864 shares — an estimated $1.55M sold.

Shelton Capital Management first reported a position in MDB in Q4 2023 and held it in 6 quarters. The position peaked at $3.42M in Q4 2023. 692 funds tracked by Wall St. Rank hold MDB as of Q2 2025.

  • Shelton Capital Management reported no remaining MongoDB position as of Q2 2025 after selling out during the quarter.
  • Shelton Capital Management sold 8,864 MongoDB shares in Q2 2025, an estimated $1.55M.
  • Shelton Capital Management first reported a position in MongoDB in Q4 2023 and held it in 6 quarters.
  • Shelton Capital Management's MongoDB position peaked at $3.42M in Q4 2023.
  • 692 funds tracked by Wall St. Rank held MongoDB as of Q2 2025.

Based on Shelton Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.