Gradient Investments’s MongoDB MDB Stock Holding History

Gradient Investments’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	$2.43M	Buy	6,961 +192	+3%	+$72.5K	0.03%	241
2026 Q2	$2.27M	Sell	6,769 -1,330	-16%	-$399K	0.03%	256
2026 Q1	$1.98M	Buy	+8,099	New	+$2.71M	0.03%	251
2024 Q3	–	Sell	-10	Closed	-$2.5K	–	899
2024 Q2	$2.5K	Buy	10 +8	+400%	+$2.53K	﹤0.01%	954
2024 Q1	$717	Sell	2 -2	-50%	-$817	﹤0.01%	965
2023 Q4	$1.64K	Hold	4	–	–	﹤0.01%	1286
2023 Q3	$1.38K	Hold	4	–	–	﹤0.01%	1279
2023 Q2	$1.64K	Buy	+4	New	+$1.17K	﹤0.01%	1204
2019 Q4	–	Sell	-110	Closed	-$13K	–	1174
2019 Q3	$13K	Hold	110	–	–	﹤0.01%	610
2019 Q2	$17K	Buy	+110	New	+$16K	﹤0.01%	540

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

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

MNBTD

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

Gradient Investments's MDB Position: Q3 2026 in Review

Gradient Investments increased its MongoDB (MDB) stake by 2.8% in Q3 2026, buying an estimated $72.5K and bringing the position to 6,961 shares worth $2.43M. The position accounts for 0.03% of the portfolio, ranked #241.

Gradient Investments first reported a position in MDB in Q2 2019 and has held it in 10 quarters since. 24 funds tracked by Wall St. Rank hold MDB as of Q3 2026.

Gradient Investments held 6,961 shares of MongoDB worth $2.43M as of Q3 2026.
Gradient Investments bought 192 MongoDB shares in Q3 2026, an estimated $72.5K.
MongoDB made up 0.03% of Gradient Investments's portfolio in Q3 2026, its #241 holding.
Gradient Investments first reported a position in MongoDB in Q2 2019 and has held it in 10 quarters since.
24 funds tracked by Wall St. Rank held MongoDB as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.