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Ascent Wealth Partners’s MongoDB MDB Stock Holding History

Ascent Wealth Partners’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
Q2 		$313K Buy
933
+70
+8% +$21K 0.03% 165
2026
Q1 		$211K Buy
863
+128
+17% +$42.8K 0.02% 178
2025
Q4 		$308K Buy
+735
New +$267K 0.04% 147

Other funds holding MDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Ascent Wealth Partners's MDB Position: Q2 2026 in Review

Ascent Wealth Partners increased its MongoDB (MDB) stake by 8.1% in Q2 2026, buying an estimated $21K and bringing the position to 933 shares worth $313K. The position accounts for 0.03% of the portfolio, ranked #165.

Ascent Wealth Partners first reported a position in MDB in Q4 2025 and has held it in 3 quarters since. 870 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Ascent Wealth Partners held 933 shares of MongoDB worth $313K as of Q2 2026.
  • Ascent Wealth Partners bought 70 MongoDB shares in Q2 2026, an estimated $21K.
  • MongoDB made up 0.03% of Ascent Wealth Partners's portfolio in Q2 2026, its #165 holding.
  • Ascent Wealth Partners first reported a position in MongoDB in Q4 2025 and has held it in 3 quarters since.
  • 870 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Ascent Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.