Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s MongoDB MDB Stock Holding History

Carson Wealth (CWM LLC)’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
2022
Q1 		– Sell
-400
Closed -$1K – 3730
2021
Q4 		$1K Buy
+400
New +$205K ﹤0.01% 3336

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

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. 813 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.
  • 813 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.