Envestnet Portfolio Solutions
MDB icon

Envestnet Portfolio Solutions’s MongoDB MDB Stock Holding History

Envestnet Portfolio Solutions’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
Q1 		$1.11M Buy
4,546
+3,119
+219% +$1.04M 0.01% 600
2025
Q4 		$599K Buy
+1,427
New +$519K ﹤0.01% 978
2025
Q1 		– Sell
-1,335
Closed -$311K – 1701
2024
Q4 		$311K Sell
1,335
-294
-18% -$83K ﹤0.01% 1489
2024
Q3 		$440K Sell
1,629
-183
-10% -$47.5K ﹤0.01% 1267
2024
Q2 		$453K Sell
1,812
-652
-26% -$206K ﹤0.01% 1183
2024
Q1 		$884K Buy
2,464
+285
+13% +$116K ﹤0.01% 881
2023
Q4 		$891K Buy
2,179
+298
+16% +$113K ﹤0.01% 822
2023
Q3 		$651K Buy
+1,881
New +$714K ﹤0.01% 883

Other funds holding MDB

BlackRock
BlackRock New York $5.7T 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 $110B 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 $61.3B AUM 26.25% 1-Year Est. Return