Rothwell Investment Advisors, LLC’s MongoDB MDB Stock Holding History

Rothwell Investment Advisors, 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	$1.39K	Buy	+4	New	+$1.51K	﹤0.01%	1063

Other funds holding MDB

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

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

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Rothwell Investment Advisors, LLC's MDB Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in MongoDB (MDB) in Q3 2026: 4 shares worth $1.39K. The stake represents ﹤0.01% of the portfolio and ranks #1063 among its holdings.

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

Rothwell Investment Advisors, LLC held 4 shares of MongoDB worth $1.39K as of Q3 2026.
MongoDB was a new Rothwell Investment Advisors, LLC position in Q3 2026.
MongoDB made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #1063 holding.
422 funds tracked by Wall St. Rank held MongoDB as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.