Ascent Wealth Partners
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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
Q3 		$362K Buy
1,037
+104
+11% +$39.3K 0.04% 169
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

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Ascent Wealth Partners's MDB Position: Q3 2026 in Review

Ascent Wealth Partners increased its MongoDB (MDB) stake by 11% in Q3 2026, buying an estimated $39.3K and bringing the position to 1,037 shares worth $362K. The position accounts for 0.04% of the portfolio, ranked #169.

Ascent Wealth Partners first reported a position in MDB in Q4 2025 and has held it in 4 quarters since. 278 funds tracked by Wall St. Rank hold MDB as of Q3 2026.

  • Ascent Wealth Partners held 1,037 shares of MongoDB worth $362K as of Q3 2026.
  • Ascent Wealth Partners bought 104 MongoDB shares in Q3 2026, an estimated $39.3K.
  • MongoDB made up 0.04% of Ascent Wealth Partners's portfolio in Q3 2026, its #169 holding.
  • Ascent Wealth Partners first reported a position in MongoDB in Q4 2025 and has held it in 4 quarters since.
  • 278 funds tracked by Wall St. Rank held MongoDB as of Q3 2026.

Based on Ascent Wealth Partners's 13F filing for Q3 2026, filed 23 Oct 2026.