SW
MDB icon

SVB Wealth’s MongoDB MDB Stock Holding History

SVB Wealth’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
-547
Closed -$96K – 1153
2025
Q1 		$96K Buy
+547
New +$133K ﹤0.01% 414
2024
Q1 		– Sell
-781
Closed -$319K – 896
2023
Q4 		$319K Sell
781
-654
-46% -$248K 0.01% 604
2023
Q3 		$496K Buy
1,435
+14
+1% +$5.32K 0.01% 461
2023
Q2 		$584K Buy
1,421
+301
+27% +$87.8K 0.01% 446
2023
Q1 		$261K Buy
+1,120
New +$235K ﹤0.01% 780

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

SVB Wealth's MDB Position: Q2 2025 in Review

SVB Wealth sold out of MongoDB (MDB) in Q2 2025, closing a stake of 547 shares — an estimated $96K sold.

SVB Wealth first reported a position in MDB in Q1 2023 and held it in 5 quarters. The position peaked at $584K in Q2 2023. 692 funds tracked by Wall St. Rank hold MDB as of Q2 2025.

  • SVB Wealth reported no remaining MongoDB position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 547 MongoDB shares in Q2 2025, an estimated $96K.
  • SVB Wealth first reported a position in MongoDB in Q1 2023 and held it in 5 quarters.
  • SVB Wealth's MongoDB position peaked at $584K in Q2 2023.
  • 692 funds tracked by Wall St. Rank held MongoDB as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.