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Washington Trust Advisors’s MongoDB MDB Stock Holding History

Washington Trust 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
-36
Closed -$11.2K – 651
2025
Q3 		$11.2K Buy
+36
New +$9.25K ﹤0.01% 506
2024
Q4 		– Sell
-19
Closed -$5.37K – 677
2024
Q3 		$5.13K Buy
+19
New +$4.94K ﹤0.01% 569
2024
Q2 		– Sell
-31
Closed -$11.1K – 674
2024
Q1 		$11.1K Buy
31
+19
+158% +$7.76K ﹤0.01% 470
2023
Q4 		$5.11K Buy
+12
New +$4.55K ﹤0.01% 569

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

Washington Trust Advisors's MDB Position: Q4 2025 in Review

Washington Trust Advisors sold out of MongoDB (MDB) in Q4 2025, closing a stake of 36 shares — an estimated $11.2K sold.

Washington Trust Advisors first reported a position in MDB in Q4 2023 and held it in 4 quarters. The position peaked at $11.2K in Q3 2025. 915 funds tracked by Wall St. Rank hold MDB as of Q4 2025.

  • Washington Trust Advisors reported no remaining MongoDB position as of Q4 2025 after selling out during the quarter.
  • Washington Trust Advisors sold 36 MongoDB shares in Q4 2025, an estimated $11.2K.
  • Washington Trust Advisors first reported a position in MongoDB in Q4 2023 and held it in 4 quarters.
  • Washington Trust Advisors's MongoDB position peaked at $11.2K in Q3 2025.
  • 915 funds tracked by Wall St. Rank held MongoDB as of Q4 2025.

Based on Washington Trust Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.