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Ascent Group’s MongoDB MDB Stock Holding History

Ascent Group’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 		$243K Sell
994
-200
-17% -$66.9K 0.01% 680
2025
Q4 		$501K Buy
1,194
+101
+9% +$36.7K 0.02% 497
2025
Q3 		$339K Buy
1,093
+129
+13% +$33.2K 0.01% 570
2025
Q2 		$202K Buy
+964
New +$178K 0.01% 690

Other funds holding MDB

BlackRock
BlackRock New York $5.72T 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 $113B 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 $62.3B AUM 26.25% 1-Year Est. Return

Ascent Group's MDB Position: Q1 2026 in Review

Ascent Group reduced its MongoDB (MDB) stake by 17% in Q1 2026, selling an estimated $66.9K and leaving 994 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #680.

Ascent Group first reported a position in MDB in Q2 2025 and has held it in 4 quarters since. The position peaked at $501K in Q4 2025. 811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • Ascent Group held 994 shares of MongoDB worth $243K as of Q1 2026.
  • Ascent Group sold 200 MongoDB shares in Q1 2026, an estimated $66.9K.
  • MongoDB made up 0.01% of Ascent Group's portfolio in Q1 2026, its #680 holding.
  • Ascent Group first reported a position in MongoDB in Q2 2025 and has held it in 4 quarters since.
  • Ascent Group's MongoDB position peaked at $501K in Q4 2025.
  • 811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.