U.S. Capital Wealth Advisors’s MongoDB MDB Stock Holding History

U.S. Capital Wealth Advisors’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	-792	Closed	-$246K	–	1010
2025 Q3	$246K	Buy	+792	New	+$204K	0.01%	832

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 $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

U.S. Capital Wealth Advisors's MDB Position: Q4 2025 in Review

U.S. Capital Wealth Advisors sold out of MongoDB (MDB) in Q4 2025, closing a stake of 792 shares — an estimated $246K sold.

U.S. Capital Wealth Advisors first reported a position in MDB in Q3 2025 and held it in 1 quarter. The position peaked at $246K in Q3 2025. 916 funds tracked by Wall St. Rank hold MDB as of Q4 2025.

U.S. Capital Wealth Advisors reported no remaining MongoDB position as of Q4 2025 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 792 MongoDB shares in Q4 2025, an estimated $246K.
U.S. Capital Wealth Advisors first reported a position in MongoDB in Q3 2025 and held it in 1 quarter.
U.S. Capital Wealth Advisors's MongoDB position peaked at $246K in Q3 2025.
916 funds tracked by Wall St. Rank held MongoDB as of Q4 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.