Superior Planning, LLC’s MongoDB MDB Stock Holding History

Superior Planning, LLC’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 Q3	$24.8K	Buy	+71	New	+$26.8K	0.01%	617

Other funds holding MDB

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Superior Planning, LLC's MDB Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in MongoDB (MDB) in Q3 2026: 71 shares worth $24.8K. The stake represents 0.01% of the portfolio and ranks #617 among its holdings.

614 funds tracked by Wall St. Rank hold MDB as of Q3 2026.

Superior Planning, LLC held 71 shares of MongoDB worth $24.8K as of Q3 2026.
MongoDB was a new Superior Planning, LLC position in Q3 2026.
MongoDB made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #617 holding.
614 funds tracked by Wall St. Rank held MongoDB as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.