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Sierra Summit Advisors’s MongoDB MDB Stock Holding History

Sierra Summit 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
Q2 		– Sell
-21,374
Closed -$3.75M – 203
2025
Q1 		$3.75M Buy
+21,374
New +$5.21M 0.81% 34
2024
Q3 		– Sell
-24,050
Closed -$6.01M – 151
2024
Q2 		$6.01M Buy
+24,050
New +$7.6M 1.49% 28

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 International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

Sierra Summit Advisors's MDB Position: Q2 2025 in Review

Sierra Summit Advisors sold out of MongoDB (MDB) in Q2 2025, closing a stake of 21,374 shares — an estimated $3.75M sold.

Sierra Summit Advisors first reported a position in MDB in Q2 2024 and held it in 2 quarters. The position peaked at $6.01M in Q2 2024. 693 funds tracked by Wall St. Rank hold MDB as of Q2 2025.

  • Sierra Summit Advisors reported no remaining MongoDB position as of Q2 2025 after selling out during the quarter.
  • Sierra Summit Advisors sold 21,374 MongoDB shares in Q2 2025, an estimated $3.75M.
  • Sierra Summit Advisors first reported a position in MongoDB in Q2 2024 and held it in 2 quarters.
  • Sierra Summit Advisors's MongoDB position peaked at $6.01M in Q2 2024.
  • 693 funds tracked by Wall St. Rank held MongoDB as of Q2 2025.

Based on Sierra Summit Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.