Spire Wealth Management’s MongoDB MDB Stock Holding History

Spire 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	–	Sell	-3	Closed	-$931	–	2421
2025 Q3	$931	Sell	3 -2	-40%	-$514	﹤0.01%	2282
2025 Q2	$1.05K	Sell	5 -20	-80%	-$3.7K	﹤0.01%	2270
2025 Q1	$4.38K	Buy	25 +17	+213%	+$4.14K	﹤0.01%	2097
2024 Q4	$1.86K	Buy	+8	New	+$2.26K	﹤0.01%	2266
2024 Q2	–	Sell	-1,039	Closed	-$373K	–	2326
2024 Q1	$373K	Buy	1,039 +641	+161%	+$262K	0.01%	595
2023 Q4	$160K	Buy	398 +6	+2%	+$2.28K	0.01%	828
2023 Q3	$136K	Buy	392 +3	+0.8%	+$1.14K	0.01%	836
2023 Q2	$160K	Hold	389	–	–	0.01%	793
2023 Q1	$90.7K	Buy	+389	New	+$81.6K	﹤0.01%	998
2022 Q3	–	Sell	-390	Closed	-$101K	–	2437
2022 Q2	$101K	Sell	390 -398	-51%	-$124K	﹤0.01%	1030
2022 Q1	$350K	Sell	788 -6	-0.8%	-$2.35K	0.01%	678
2021 Q4	$420K	Buy	794 +16	+2%	+$8.19K	0.01%	761
2021 Q3	$367K	Hold	778	–	–	0.01%	696
2021 Q2	$281K	Sell	778 -106	-12%	-$32.8K	0.01%	798
2021 Q1	$236K	Buy	+884	New	+$313K	0.01%	994

Other funds holding MDB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Spire Wealth Management sold out of MongoDB (MDB) in Q4 2025, closing a stake of 3 shares — an estimated $931 sold.

Spire Wealth Management first reported a position in MDB in Q1 2021 and held it in 15 quarters. The position peaked at $420K in Q4 2021. 915 funds tracked by Wall St. Rank hold MDB as of Q4 2025.

Spire Wealth Management reported no remaining MongoDB position as of Q4 2025 after selling out during the quarter.
Spire Wealth Management sold 3 MongoDB shares in Q4 2025, an estimated $931.
Spire Wealth Management first reported a position in MongoDB in Q1 2021 and held it in 15 quarters.
Spire Wealth Management's MongoDB position peaked at $420K in Q4 2021.
915 funds tracked by Wall St. Rank held MongoDB as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.