West Tower Group’s MongoDB MDB Stock Holding History

West Tower Group’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	-1,000	Closed	-$210K	–	73
2025 Q2	$210K	Buy	+1,000	New	+$185K	0.46%	69
2024 Q4	–	Sell	-500	Closed	-$135K	–	114
2024 Q3	$135K	Buy	+500	New	+$130K	0.29%	90
2024 Q2	–	Sell	-500	Closed	-$179K	–	112
2024 Q1	$179K	Buy	+500	New	+$204K	0.54%	50
2023 Q3	–	Sell	-29	Closed	-$11.9K	–	727
2023 Q2	$11.9K	Buy	+29	New	+$8.46K	0.01%	405

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

Morgan Stanley New York $1.89T AUM 35.08% 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 $3.37T AUM 44.26% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

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 New York $210B AUM 57.28% 1-Year Est. Return

West Tower Group's MDB Position: Q3 2025 in Review

West Tower Group sold out of MongoDB (MDB) in Q3 2025, closing a stake of 1,000 shares — an estimated $210K sold.

West Tower Group first reported a position in MDB in Q2 2023 and held it in 4 quarters. The position peaked at $210K in Q2 2025. 778 funds tracked by Wall St. Rank hold MDB as of Q3 2025.

West Tower Group reported no remaining MongoDB position as of Q3 2025 after selling out during the quarter.
West Tower Group sold 1,000 MongoDB shares in Q3 2025, an estimated $210K.
West Tower Group first reported a position in MongoDB in Q2 2023 and held it in 4 quarters.
West Tower Group's MongoDB position peaked at $210K in Q2 2025.
778 funds tracked by Wall St. Rank held MongoDB as of Q3 2025.

Based on West Tower Group's 13F filing for Q3 2025, filed 16 Oct 2025.