Everhart Financial Group’s MongoDB MDB Stock Holding History

Everhart Financial Group’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	$495K	Buy	1,421 +287	+25%	+$108K	0.03%	286
2026 Q2	$381K	Buy	+1,134	New	+$340K	0.02%	318
2026 Q1	–	Sell	-730	Closed	-$306K	–	477
2025 Q4	$306K	Buy	+730	New	+$266K	0.03%	324
2024 Q2	–	Sell	-737	Closed	-$264K	–	306
2024 Q1	$264K	Buy	737 +4	+0.5%	+$1.63K	0.08%	229
2023 Q4	$300K	Buy	733 +39	+6%	+$14.8K	0.11%	180
2023 Q3	$240K	Sell	694 -20	-3%	-$7.59K	0.1%	182
2023 Q2	$293K	Buy	+714	New	+$208K	0.12%	159

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

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

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Everhart Financial Group's MDB Position: Q3 2026 in Review

Everhart Financial Group increased its MongoDB (MDB) stake by 25% in Q3 2026, buying an estimated $108K and bringing the position to 1,421 shares worth $495K. The position accounts for 0.03% of the portfolio, ranked #286.

Everhart Financial Group first reported a position in MDB in Q2 2023 and has held it in 7 quarters since. 24 funds tracked by Wall St. Rank hold MDB as of Q3 2026.

Everhart Financial Group held 1,421 shares of MongoDB worth $495K as of Q3 2026.
Everhart Financial Group bought 287 MongoDB shares in Q3 2026, an estimated $108K.
MongoDB made up 0.03% of Everhart Financial Group's portfolio in Q3 2026, its #286 holding.
Everhart Financial Group first reported a position in MongoDB in Q2 2023 and has held it in 7 quarters since.
24 funds tracked by Wall St. Rank held MongoDB as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.