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Tower View Wealth Management’s MongoDB MDB Stock Holding History

Tower View 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
-15
Closed -$4.66K – 181
2025
Q3 		$4.66K Hold
15
– – ﹤0.01% 153
2025
Q2 		$3.15K Hold
15
– – ﹤0.01% 181
2025
Q1 		$2.63K Hold
15
– – ﹤0.01% 172
2024
Q4 		$3.49K Hold
15
– – ﹤0.01% 166
2024
Q3 		$4.06K Hold
15
– – ﹤0.01% 171
2024
Q2 		$3.75K Hold
15
– – ﹤0.01% 166
2024
Q1 		$5.38K Hold
15
– – ﹤0.01% 158
2023
Q4 		$6K Hold
15
– – ﹤0.01% 141
2023
Q3 		$5K Hold
15
– – ﹤0.01% 142
2023
Q2 		$6K Buy
+15
New +$4.38K ﹤0.01% 138

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 Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Tower View Wealth Management's MDB Position: Q4 2025 in Review

Tower View Wealth Management sold out of MongoDB (MDB) in Q4 2025, closing a stake of 15 shares — an estimated $4.66K sold.

Tower View Wealth Management first reported a position in MDB in Q2 2023 and held it in 10 quarters. The position peaked at $6K in Q4 2023. 915 funds tracked by Wall St. Rank hold MDB as of Q4 2025.

  • Tower View Wealth Management reported no remaining MongoDB position as of Q4 2025 after selling out during the quarter.
  • Tower View Wealth Management sold 15 MongoDB shares in Q4 2025, an estimated $4.66K.
  • Tower View Wealth Management first reported a position in MongoDB in Q2 2023 and held it in 10 quarters.
  • Tower View Wealth Management's MongoDB position peaked at $6K in Q4 2023.
  • 915 funds tracked by Wall St. Rank held MongoDB as of Q4 2025.

Based on Tower View Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.