Valued Wealth Advisors’s MongoDB MDB Stock Holding History

Valued 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 Q2	–	Sell	-7	Closed	-$1.23K	–	638
2025 Q1	$1.23K	Hold	7	–	–	﹤0.01%	454
2024 Q4	$1.63K	Sell	7 -1	-13%	-$282	﹤0.01%	426
2024 Q3	$2.16K	Buy	8 +1	+14%	+$260	﹤0.01%	361
2024 Q2	$1.75K	Hold	7	–	–	﹤0.01%	381
2024 Q1	$2.51K	Hold	7	–	–	﹤0.01%	331
2023 Q4	$2.42K	Buy	+7	New	+$2.66K	﹤0.01%	281

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

Valued Wealth Advisors's MDB Position: Q2 2025 in Review

Valued Wealth Advisors sold out of MongoDB (MDB) in Q2 2025, closing a stake of 7 shares — an estimated $1.23K sold.

Valued Wealth Advisors first reported a position in MDB in Q4 2023 and held it in 6 quarters. The position peaked at $2.51K in Q1 2024. 692 funds tracked by Wall St. Rank hold MDB as of Q2 2025.

Valued Wealth Advisors reported no remaining MongoDB position as of Q2 2025 after selling out during the quarter.
Valued Wealth Advisors sold 7 MongoDB shares in Q2 2025, an estimated $1.23K.
Valued Wealth Advisors first reported a position in MongoDB in Q4 2023 and held it in 6 quarters.
Valued Wealth Advisors's MongoDB position peaked at $2.51K in Q1 2024.
692 funds tracked by Wall St. Rank held MongoDB as of Q2 2025.

Based on Valued Wealth Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.