Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s MongoDB MDB Stock Holding History

Envestnet Portfolio Solutions’s Portfolio MDB Stock Details MDB Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$599K Buy
2025
Q1 		– Sell
2024
Q4 		$311K Sell
2024
Q3 		$440K Sell
2024
Q2 		$453K Sell
2024
Q1 		$884K Buy
2023
Q4 		$891K Buy
2023
Q3 		$651K Buy