Ellevest Inc
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Ellevest Inc’s MongoDB MDB Stock Holding History

Ellevest Inc’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 		$303K Buy
+870
New +$328K 0.04% 339
2025
Q1 		– Sell
-989
Closed -$230K – 427
2024
Q4 		$230K Sell
989
-127
-11% -$35.9K 0.01% 367
2024
Q3 		$302K Buy
1,116
+277
+33% +$72K 0.02% 324
2024
Q2 		$210K Sell
839
-97
-10% -$30.6K 0.01% 382
2024
Q1 		$336K Sell
936
-6
-0.6% -$2.45K 0.02% 291
2023
Q4 		$385K Sell
942
-72
-7% -$27.3K 0.03% 240
2023
Q3 		$351K Sell
1,014
-109
-10% -$41.4K 0.03% 230
2023
Q2 		$462K Buy
1,123
+686
+157% +$200K 0.03% 168
2023
Q1 		$102K Buy
437
+349
+397% +$73.2K 0.01% 443
2022
Q4 		$17.3K Sell
88
-349
-80% -$62.1K ﹤0.01% 890
2022
Q3 		$87K Sell
437
-293
-40% -$85.5K 0.01% 448
2022
Q2 		$189K Sell
730
-27
-4% -$8.44K 0.02% 292
2022
Q1 		$336K Buy
757
+474
+167% +$185K 0.03% 213
2021
Q4 		$150K Buy
+283
New +$145K 0.01% 334

Other funds holding MDB

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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

Ellevest Inc's MDB Position: Q3 2026 in Review

Ellevest Inc opened a new position in MongoDB (MDB) in Q3 2026: 870 shares worth $303K. The stake represents 0.04% of the portfolio and ranks #339 among its holdings. This is a return to the name: Ellevest Inc previously reported a position in MDB as recently as Q4 2024.

Ellevest Inc first reported a position in MDB in Q4 2021 and has held it in 14 quarters since. The position peaked at $462K in Q2 2023. 522 funds tracked by Wall St. Rank hold MDB as of Q3 2026.

  • Ellevest Inc held 870 shares of MongoDB worth $303K as of Q3 2026.
  • MongoDB was a new Ellevest Inc position in Q3 2026.
  • MongoDB made up 0.04% of Ellevest Inc's portfolio in Q3 2026, its #339 holding.
  • Ellevest Inc first reported a position in MongoDB in Q4 2021 and has held it in 14 quarters since.
  • Ellevest Inc's MongoDB position peaked at $462K in Q2 2023.
  • 522 funds tracked by Wall St. Rank held MongoDB as of Q3 2026.

Based on Ellevest Inc's 13F filing for Q3 2026, filed 10 Nov 2026.