Activest Wealth Management
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Activest Wealth Management’s MongoDB MDB Stock Holding History

Activest 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
2026
Q3 		$10.1K Buy
29
+8
+38% +$3.02K ﹤0.01% 576
2026
Q2 		$7.05K Sell
21
-10
-32% -$3K ﹤0.01% 658
2026
Q1 		$7.59K Buy
31
+13
+72% +$4.35K ﹤0.01% 743
2025
Q4 		$7.55K Sell
18
-26
-59% -$9.46K ﹤0.01% 715
2025
Q3 		$13.7K Buy
44
+34
+340% +$8.74K ﹤0.01% 434
2025
Q2 		$2.1K Buy
+10
New +$1.85K ﹤0.01% 680
2025
Q1 		– Sell
-1
Closed -$244 – 1131
2024
Q4 		$233 Sell
1
-2
-67% -$565 ﹤0.01% 626
2024
Q3 		$811 Buy
+3
New +$779 ﹤0.01% 470
2021
Q4 		– Sell
-36
Closed -$17K – 370
2021
Q3 		$17K Buy
+36
New +$14.5K 0.01% 187

Other funds holding MDB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Activest Wealth Management's MDB Position: Q3 2026 in Review

Activest Wealth Management increased its MongoDB (MDB) stake by 38% in Q3 2026, buying an estimated $3.02K and bringing the position to 29 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

Activest Wealth Management first reported a position in MDB in Q3 2021 and has held it in 9 quarters since. The position peaked at $17K in Q3 2021. 747 funds tracked by Wall St. Rank hold MDB as of Q3 2026.

  • Activest Wealth Management held 29 shares of MongoDB worth $10.1K as of Q3 2026.
  • Activest Wealth Management bought 8 MongoDB shares in Q3 2026, an estimated $3.02K.
  • MongoDB made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #576 holding.
  • Activest Wealth Management first reported a position in MongoDB in Q3 2021 and has held it in 9 quarters since.
  • Activest Wealth Management's MongoDB position peaked at $17K in Q3 2021.
  • 747 funds tracked by Wall St. Rank held MongoDB as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.