Carson Wealth (CWM LLC)’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.7M | Buy |
39,627
+17,641
| +80% | +$5.9M | 0.03% | 569 |
|
|
2025
Q4 | $9.23M | Buy |
21,986
+3,009
| +16% | +$1.09M | 0.03% | 552 |
|
|
2025
Q3 | $5.89M | Buy |
18,977
+2,010
| +12% | +$517K | 0.02% | 647 |
|
|
2025
Q2 | $3.56M | Buy |
16,967
+13,360
| +370% | +$2.47M | 0.01% | 705 |
|
|
2025
Q1 | $633K | Buy |
3,607
+289
| +9% | +$70.4K | ﹤0.01% | 1361 |
|
|
2024
Q4 | $772K | Buy |
3,318
+49
| +1% | +$13.8K | ﹤0.01% | 1209 |
|
|
2024
Q3 | $884K | Buy |
3,269
+156
| +5% | +$40.5K | ﹤0.01% | 1110 |
|
|
2024
Q2 | $778K | Buy |
3,113
+219
| +8% | +$69.2K | ﹤0.01% | 1026 |
|
|
2024
Q1 | $1.04M | Buy |
2,894
+214
| +8% | +$87.4K | 0.01% | 838 |
|
|
2023
Q4 | $1.1M | Buy |
2,680
+89
| +3% | +$33.8K | 0.01% | 769 |
|
|
2023
Q3 | $896K | Buy |
2,591
+196
| +8% | +$74.4K | 0.01% | 793 |
|
|
2023
Q2 | $984K | Buy |
2,395
+160
| +7% | +$46.7K | 0.01% | 722 |
|
|
2023
Q1 | $521K | Buy |
2,235
+52
| +2% | +$10.9K | ﹤0.01% | 881 |
|
|
2022
Q4 | $430K | Buy |
2,183
+39
| +2% | +$6.94K | ﹤0.01% | 859 |
|
|
2022
Q3 | $426K | Buy |
2,144
+55
| +3% | +$16.1K | ﹤0.01% | 799 |
|
|
2022
Q2 | $542K | Buy |
2,089
+60
| +3% | +$18.8K | ﹤0.01% | 712 |
|
|
2022
Q1 | $900K | Sell |
2,029
-301
| -13% | -$118K | 0.01% | 585 |
|
|
2021
Q4 | $1.23M | Buy |
+2,330
| New | +$1.19M | 0.01% | 532 |
|
|
2021
Q2 | $835K | Hold |
2,309
| – | – | 0.01% | 595 |
|
|
2021
Q1 | $835K | Hold |
2,309
| – | – | 0.01% | 595 |
|
|
2020
Q4 | $835K | Hold |
2,309
| – | – | 0.01% | 595 |
|
|
2020
Q3 | $835K | Hold |
2,309
| – | – | 0.01% | 595 |
|
|
2020
Q2 | $835K | Hold |
2,309
| – | – | 0.01% | 595 |
|
|
2020
Q1 | $835K | Hold |
2,309
| – | – | 0.01% | 595 |
|
|
2019
Q4 | $835K | Hold |
2,309
| – | – | 0.01% | 595 |
|
|
2019
Q3 | $835K | Hold |
2,309
| – | – | 0.01% | 595 |
|
|
2019
Q2 | $835K | Hold |
2,309
| – | – | 0.01% | 595 |
|
|
2019
Q1 | $835K | Buy |
2,309
+2,209
| +2,209% | +$227K | 0.01% | 595 |
|
|
2018
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 1411 |
|
|
2018
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 1224 |
|
|
2018
Q2 | $5K | Buy |
+100
| New | +$4.49K | ﹤0.01% | 1201 |
|
Other funds holding MDB
VPM
VCM
Carson Wealth (CWM LLC)'s MDB Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its MongoDB (MDB) stake by 80% in Q1 2026, buying an estimated $5.9M and bringing the position to 39,627 shares worth $9.7M. The position accounts for 0.03% of the portfolio, ranked #569.
Carson Wealth (CWM LLC) first reported a position in MDB in Q2 2018 and has held it in 31 quarters since. 815 funds tracked by Wall St. Rank hold MDB as of Q1 2026.
- Carson Wealth (CWM LLC) held 39,627 shares of MongoDB worth $9.7M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 17,641 MongoDB shares in Q1 2026, an estimated $5.9M.
- MongoDB made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #569 holding.
- Carson Wealth (CWM LLC) first reported a position in MongoDB in Q2 2018 and has held it in 31 quarters since.
- 815 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.