Wealthspire Advisors (New York)’s MongoDB MDB Stock Holding History

Wealthspire Advisors (New York)’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	-27	Closed	-$8.38K	–	2132
2025 Q3	$8.38K	Buy	+27	New	+$6.94K	﹤0.01%	2108

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 $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wealthspire Advisors (New York)'s MDB Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of MongoDB (MDB) in Q4 2025, closing a stake of 27 shares — an estimated $8.38K sold.

Wealthspire Advisors (New York) first reported a position in MDB in Q3 2025 and held it in 1 quarter. The position peaked at $8.38K in Q3 2025. 915 funds tracked by Wall St. Rank hold MDB as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining MongoDB position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 27 MongoDB shares in Q4 2025, an estimated $8.38K.
Wealthspire Advisors (New York) first reported a position in MongoDB in Q3 2025 and held it in 1 quarter.
Wealthspire Advisors (New York)'s MongoDB position peaked at $8.38K in Q3 2025.
915 funds tracked by Wall St. Rank held MongoDB as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.