EWP
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Elevation Wealth Partners’s MongoDB MDB Stock Holding History

Elevation 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 		$70.1K Buy
201
+136
+209% +$51.3K 0.02% 279
2026
Q2 		$21.8K Buy
65
+59
+983% +$17.7K 0.01% 566
2026
Q1 		$1.47K Buy
+6
New +$2.01K ﹤0.01% 956

Other funds holding MDB

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

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

Elevation Wealth Partners increased its MongoDB (MDB) stake by 209% in Q3 2026, buying an estimated $51.3K and bringing the position to 201 shares worth $70.1K. The position accounts for 0.02% of the portfolio, ranked #279.

Elevation Wealth Partners first reported a position in MDB in Q1 2026 and has held it in 3 quarters since. 24 funds tracked by Wall St. Rank hold MDB as of Q3 2026.

  • Elevation Wealth Partners held 201 shares of MongoDB worth $70.1K as of Q3 2026.
  • Elevation Wealth Partners bought 136 MongoDB shares in Q3 2026, an estimated $51.3K.
  • MongoDB made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #279 holding.
  • Elevation Wealth Partners first reported a position in MongoDB in Q1 2026 and has held it in 3 quarters since.
  • 24 funds tracked by Wall St. Rank held MongoDB as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.