SFS
MDB icon

Sowell Financial Services’s MongoDB MDB Stock Holding History

Sowell Financial Services’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
-1,502
Closed -$263K – 1080
2025
Q1 		$263K Buy
+1,502
New +$366K 0.01% 821
2021
Q2 		– Sell
-354
Closed -$91K – 1825
2021
Q1 		$91K Sell
354
-71
-17% -$25.2K ﹤0.01% 1409
2020
Q4 		$153K Sell
425
-20
-4% -$5.59K 0.01% 966
2020
Q3 		$103K Sell
445
-351
-44% -$76.1K 0.01% 964
2020
Q2 		$180K Buy
796
+502
+171% +$93K 0.01% 759
2020
Q1 		$40K Sell
294
-138
-32% -$20.4K ﹤0.01% 1130
2019
Q4 		$57K Buy
+432
New +$56.7K ﹤0.01% 1114

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

Sowell Financial Services's MDB Position: Q2 2025 in Review

Sowell Financial Services sold out of MongoDB (MDB) in Q2 2025, closing a stake of 1,502 shares — an estimated $263K sold.

Sowell Financial Services first reported a position in MDB in Q4 2019 and held it in 7 quarters. The position peaked at $263K in Q1 2025. 693 funds tracked by Wall St. Rank hold MDB as of Q2 2025.

  • Sowell Financial Services reported no remaining MongoDB position as of Q2 2025 after selling out during the quarter.
  • Sowell Financial Services sold 1,502 MongoDB shares in Q2 2025, an estimated $263K.
  • Sowell Financial Services first reported a position in MongoDB in Q4 2019 and held it in 7 quarters.
  • Sowell Financial Services's MongoDB position peaked at $263K in Q1 2025.
  • 693 funds tracked by Wall St. Rank held MongoDB as of Q2 2025.

Based on Sowell Financial Services's 13F filing for Q2 2025, filed 14 Jul 2025.