Ashton Thomas Private Wealth’s MongoDB MDB Stock Holding History

Ashton Thomas Private Wealth’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	$269K	Buy	+800	New	+$240K	0.01%	1028
2026 Q1	–	Sell	-645	Closed	-$271K	–	1533
2025 Q4	$271K	Buy	+645	New	+$235K	0.01%	850
2024 Q2	–	Sell	-711	Closed	-$255K	–	1932
2024 Q1	$255K	Buy	711 +10	+1%	+$4.09K	0.01%	523
2023 Q4	$287K	Hold	701	–	–	0.02%	506
2023 Q3	$242K	Sell	701 -75	-10%	-$28.5K	0.02%	510
2023 Q2	$319K	Buy	+776	New	+$226K	0.02%	469

Other funds holding MDB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ashton Thomas Private Wealth's MDB Position: Q2 2026 in Review

Ashton Thomas Private Wealth opened a new position in MongoDB (MDB) in Q2 2026: 800 shares worth $269K. The stake represents 0.01% of the portfolio and ranks #1028 among its holdings. This is a return to the name: Ashton Thomas Private Wealth previously reported a position in MDB as recently as Q4 2025.

Ashton Thomas Private Wealth first reported a position in MDB in Q2 2023 and has held it in 6 quarters since. The position peaked at $319K in Q2 2023. 870 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Ashton Thomas Private Wealth held 800 shares of MongoDB worth $269K as of Q2 2026.
MongoDB was a new Ashton Thomas Private Wealth position in Q2 2026.
MongoDB made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1028 holding.
Ashton Thomas Private Wealth first reported a position in MongoDB in Q2 2023 and has held it in 6 quarters since.
Ashton Thomas Private Wealth's MongoDB position peaked at $319K in Q2 2023.
870 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.