Cassaday & Co Wealth Management
MDB icon

Cassaday & Co Wealth Management’s MongoDB MDB Stock Holding History

Cassaday & Co Wealth Management’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 		$47.1K Hold
135
– – ﹤0.01% 639
2026
Q2 		$45.3K Sell
135
-5
-4% -$1.5K ﹤0.01% 637
2026
Q1 		$34.3K Buy
+140
New +$46.8K ﹤0.01% 688

Other funds holding MDB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Cassaday & Co Wealth Management's MDB Position: Q3 2026 in Review

Cassaday & Co Wealth Management held its MongoDB (MDB) position steady in Q3 2026 at 135 shares worth $47.1K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Cassaday & Co Wealth Management first reported a position in MDB in Q1 2026 and has held it in 3 quarters since. 522 funds tracked by Wall St. Rank hold MDB as of Q3 2026.

  • Cassaday & Co Wealth Management held 135 shares of MongoDB worth $47.1K as of Q3 2026.
  • Cassaday & Co Wealth Management left its MongoDB share count unchanged in Q3 2026.
  • MongoDB made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #639 holding.
  • Cassaday & Co Wealth Management first reported a position in MongoDB in Q1 2026 and has held it in 3 quarters since.
  • 522 funds tracked by Wall St. Rank held MongoDB as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.