VSM Wealth Advisory’s MongoDB MDB Stock Holding History

VSM Wealth Advisory’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	-50	Closed	-$15.5K	–	476
2025 Q3	$15.5K	Buy	+50	New	+$12.9K	﹤0.01%	302
2025 Q2	–	Sell	-45	Closed	-$7.89K	–	526
2025 Q1	$7.89K	Buy	+45	New	+$11K	﹤0.01%	376

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 $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

VSM Wealth Advisory's MDB Position: Q4 2025 in Review

VSM Wealth Advisory sold out of MongoDB (MDB) in Q4 2025, closing a stake of 50 shares — an estimated $15.5K sold.

VSM Wealth Advisory first reported a position in MDB in Q1 2025 and held it in 2 quarters. The position peaked at $15.5K in Q3 2025. 915 funds tracked by Wall St. Rank hold MDB as of Q4 2025.

VSM Wealth Advisory reported no remaining MongoDB position as of Q4 2025 after selling out during the quarter.
VSM Wealth Advisory sold 50 MongoDB shares in Q4 2025, an estimated $15.5K.
VSM Wealth Advisory first reported a position in MongoDB in Q1 2025 and held it in 2 quarters.
VSM Wealth Advisory's MongoDB position peaked at $15.5K in Q3 2025.
915 funds tracked by Wall St. Rank held MongoDB as of Q4 2025.

Based on VSM Wealth Advisory's 13F filing for Q4 2025, filed 6 Feb 2026.