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WoodTrust Financial’s MongoDB MDB Stock Holding History

WoodTrust Financial’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 		$1.51M Sell
6,150
-500
-8% -$167K 0.19% 69
2025
Q4 		$2.79M Buy
6,650
+1,250
+23% +$455K 0.33% 49
2025
Q3 		$1.68M Hold
5,400
– – 0.2% 68
2025
Q2 		$1.13M Buy
5,400
+250
+5% +$46.2K 0.14% 80
2025
Q1 		$903K Buy
5,150
+900
+21% +$219K 0.13% 87
2024
Q4 		$989K Buy
+4,250
New +$1.2M 0.14% 83
2024
Q3 		– Sell
-3,350
Closed -$837K – 187
2024
Q2 		$837K Buy
3,350
+1,424
+74% +$450K 0.13% 95
2024
Q1 		$690 Buy
1,926
+1
+0.1% +$409 0.11% 101
2023
Q4 		$787K Hold
1,925
– – 0.13% 89
2023
Q3 		$666K Hold
1,925
– – 0.13% 93
2023
Q2 		$791K Hold
1,925
– – 0.15% 88
2023
Q1 		$449K Hold
1,925
– – 0.09% 106
2022
Q4 		$379K Buy
1,925
+100
+5% +$17.8K 0.08% 113
2022
Q3 		$362K Buy
1,825
+375
+26% +$109K 0.08% 112
2022
Q2 		$376K Buy
+1,450
New +$453K 0.08% 112

Other funds holding MDB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return