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WealthTrak Capital Management’s MongoDB MDB Stock Holding History

WealthTrak Capital Management’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
Q3 		– Sell
-2
Closed -$420 – 575
2025
Q2 		$420 Buy
+2
New +$370 ﹤0.01% 695
2025
Q1 		– Sell
-5
Closed -$1.17K – 1060
2024
Q4 		$1.17K Buy
+5
New +$1.41K ﹤0.01% 407

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

WealthTrak Capital Management's MDB Position: Q3 2025 in Review

WealthTrak Capital Management sold out of MongoDB (MDB) in Q3 2025, closing a stake of 2 shares — an estimated $420 sold.

WealthTrak Capital Management first reported a position in MDB in Q4 2024 and held it in 2 quarters. The position peaked at $1.17K in Q4 2024. 778 funds tracked by Wall St. Rank hold MDB as of Q3 2025.

  • WealthTrak Capital Management reported no remaining MongoDB position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 2 MongoDB shares in Q3 2025, an estimated $420.
  • WealthTrak Capital Management first reported a position in MongoDB in Q4 2024 and held it in 2 quarters.
  • WealthTrak Capital Management's MongoDB position peaked at $1.17K in Q4 2024.
  • 778 funds tracked by Wall St. Rank held MongoDB as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.