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Uniting Wealth Partners’s MongoDB MDB Stock Holding History

Uniting Wealth Partners’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
-1,150
Closed -$357K – 183
2025
Q3 		$357K Buy
1,150
+150
+15% +$38.6K 0.08% 122
2025
Q2 		$210K Sell
1,000
-1,000
-50% -$185K 0.08% 102
2025
Q1 		$351K Sell
2,000
-1,000
-33% -$244K 0.18% 62
2024
Q4 		$698K Buy
+3,000
New +$847K 0.34% 40

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

Uniting Wealth Partners's MDB Position: Q4 2025 in Review

Uniting Wealth Partners sold out of MongoDB (MDB) in Q4 2025, closing a stake of 1,150 shares — an estimated $357K sold.

Uniting Wealth Partners first reported a position in MDB in Q4 2024 and held it in 4 quarters. The position peaked at $698K in Q4 2024. 915 funds tracked by Wall St. Rank hold MDB as of Q4 2025.

  • Uniting Wealth Partners reported no remaining MongoDB position as of Q4 2025 after selling out during the quarter.
  • Uniting Wealth Partners sold 1,150 MongoDB shares in Q4 2025, an estimated $357K.
  • Uniting Wealth Partners first reported a position in MongoDB in Q4 2024 and held it in 4 quarters.
  • Uniting Wealth Partners's MongoDB position peaked at $698K in Q4 2024.
  • 915 funds tracked by Wall St. Rank held MongoDB as of Q4 2025.

Based on Uniting Wealth Partners's 13F filing for Q4 2025, filed 13 Feb 2026.