Tyler-Stone Wealth Management’s MongoDB MDB Stock Holding History

Tyler-Stone 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 Q2	$740K	Hold	3,526	–	–	0.12%	157
2025 Q1	$618K	Sell	3,526 -10	-0.3%	-$2.44K	0.11%	167
2024 Q4	$823K	Sell	3,536 -120	-3%	-$33.9K	0.15%	125
2024 Q3	$988K	Buy	3,656 +1,828	+100%	+$475K	0.19%	110
2024 Q2	$457K	Hold	1,828	–	–	0.19%	101
2024 Q1	$656K	Hold	1,828	–	–	0.29%	71
2023 Q4	$747K	Buy	1,828 +39	+2%	+$14.8K	0.37%	57
2023 Q3	$619K	Hold	1,789	–	–	0.35%	59
2023 Q2	$735K	Buy	+1,789	New	+$522K	0.42%	52
2022 Q4	$352K	Sell	1,789 -3	-0.2%	-$534	0.24%	92
2022 Q3	$356K	Hold	1,792	–	–	0.27%	79
2022 Q2	$465K	Sell	1,792 -3	-0.2%	-$938	0.31%	71
2022 Q1	$796K	Hold	1,795	–	–	0.44%	50
2021 Q4	$950K	Buy	+1,795	New	+$919K	0.5%	45

Other funds holding MDB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Tyler-Stone Wealth Management's MDB Position: Q2 2025 in Review

Tyler-Stone Wealth Management held its MongoDB (MDB) position steady in Q2 2025 at 3,526 shares worth $740K. The position accounts for 0.12% of the portfolio, ranked #157.

Tyler-Stone Wealth Management first reported a position in MDB in Q4 2021 and has held it in 14 quarters since. The position peaked at $988K in Q3 2024. 692 funds tracked by Wall St. Rank hold MDB as of Q2 2025.

Tyler-Stone Wealth Management held 3,526 shares of MongoDB worth $740K as of Q2 2025.
Tyler-Stone Wealth Management left its MongoDB share count unchanged in Q2 2025.
MongoDB made up 0.12% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #157 holding.
Tyler-Stone Wealth Management first reported a position in MongoDB in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's MongoDB position peaked at $988K in Q3 2024.
692 funds tracked by Wall St. Rank held MongoDB as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.