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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
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 $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 Wealth Partners's MDB Position: Q1 2026 in Review

Ascent Wealth Partners increased its MongoDB (MDB) stake by 17% in Q1 2026, buying an estimated $42.8K and bringing the position to 863 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #178.

Ascent Wealth Partners first reported a position in MDB in Q4 2025 and has held it in 2 quarters since. The position peaked at $308K in Q4 2025. 811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • Ascent Wealth Partners held 863 shares of MongoDB worth $211K as of Q1 2026.
  • Ascent Wealth Partners bought 128 MongoDB shares in Q1 2026, an estimated $42.8K.
  • MongoDB made up 0.02% of Ascent Wealth Partners's portfolio in Q1 2026, its #178 holding.
  • Ascent Wealth Partners first reported a position in MongoDB in Q4 2025 and has held it in 2 quarters since.
  • Ascent Wealth Partners's MongoDB position peaked at $308K in Q4 2025.
  • 811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Ascent Wealth Partners's 13F filing for Q1 2026, filed 6 May 2026.