Waypoint Wealth Counsel’s MongoDB MDB Stock Holding History

Waypoint Wealth Counsel’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
2026 Q1	–	Sell	-733	Closed	-$308K	–	264
2025 Q4	$308K	Buy	733 +14	+2%	+$5.09K	0.11%	182
2025 Q3	$223K	Buy	+719	New	+$185K	0.09%	231

Other funds holding MDB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Waypoint Wealth Counsel's MDB Position: Q1 2026 in Review

Waypoint Wealth Counsel sold out of MongoDB (MDB) in Q1 2026, closing a stake of 733 shares — an estimated $308K sold.

Waypoint Wealth Counsel first reported a position in MDB in Q3 2025 and held it in 2 quarters. The position peaked at $308K in Q4 2025. 816 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

Waypoint Wealth Counsel reported no remaining MongoDB position as of Q1 2026 after selling out during the quarter.
Waypoint Wealth Counsel sold 733 MongoDB shares in Q1 2026, an estimated $308K.
Waypoint Wealth Counsel first reported a position in MongoDB in Q3 2025 and held it in 2 quarters.
Waypoint Wealth Counsel's MongoDB position peaked at $308K in Q4 2025.
816 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.