Western Pacific Wealth Management’s MongoDB MDB Stock Holding History

Western Pacific Wealth 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 Q2	–	Sell	-50	Closed	-$8.77K	–	211
2025 Q1	$8.77K	Hold	50	–	–	0.01%	160
2024 Q4	$11.6K	Buy	+50	New	+$14.1K	0.01%	165
2024 Q3	–	Sell	-55	Closed	-$13.7K	–	258
2024 Q2	$13.7K	Sell	55 -120	-69%	-$37.9K	0.01%	176
2024 Q1	$62.8K	Buy	175 +120	+218%	+$49K	0.05%	130
2023 Q4	$22.5K	Hold	55	–	–	0.02%	173
2023 Q3	$19K	Hold	55	–	–	0.02%	181
2023 Q2	$22.6K	Buy	+55	New	+$16K	0.02%	179

Other funds holding MDB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SIM

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Western Pacific Wealth Management's MDB Position: Q2 2025 in Review

Western Pacific Wealth Management sold out of MongoDB (MDB) in Q2 2025, closing a stake of 50 shares — an estimated $8.77K sold.

Western Pacific Wealth Management first reported a position in MDB in Q2 2023 and held it in 7 quarters. The position peaked at $62.8K in Q1 2024. 692 funds tracked by Wall St. Rank hold MDB as of Q2 2025.

Western Pacific Wealth Management reported no remaining MongoDB position as of Q2 2025 after selling out during the quarter.
Western Pacific Wealth Management sold 50 MongoDB shares in Q2 2025, an estimated $8.77K.
Western Pacific Wealth Management first reported a position in MongoDB in Q2 2023 and held it in 7 quarters.
Western Pacific Wealth Management's MongoDB position peaked at $62.8K in Q1 2024.
692 funds tracked by Wall St. Rank held MongoDB as of Q2 2025.

Based on Western Pacific Wealth Management's 13F filing for Q2 2025, filed 10 Jul 2025.