TWD
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True Wealth Design’s MongoDB MDB Stock Holding History

True Wealth Design’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
2026
Q1 		$130K Buy
530
+111
+26% +$37.1K 0.04% 159
2025
Q4 		$176K Buy
419
+36
+9% +$13.1K 0.05% 95
2025
Q3 		$119K Buy
383
+176
+85% +$45.2K 0.04% 130
2025
Q2 		$43.5K Buy
207
+191
+1,194% +$35.3K 0.02% 221
2025
Q1 		$2.81K Buy
16
+15
+1,500% +$3.65K ﹤0.01% 890
2024
Q4 		$233 Buy
+1
New +$282 ﹤0.01% 1198
2023
Q3 		– Sell
-1
Closed -$411 – 800
2023
Q2 		$411 Hold
1
– – ﹤0.01% 495
2023
Q1 		$234 Buy
+1
New +$210 ﹤0.01% 704

Other funds holding MDB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return