Jackson Thornton Wealth Management
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Jackson Thornton Wealth Management’s MongoDB MDB Stock Holding History

Jackson Thornton Wealth Management’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 		$440K Buy
1,262
+21
+2% +$7.93K 0.03% 169
2026
Q2 		$417K Buy
1,241
+97
+8% +$29.1K 0.03% 187
2026
Q1 		$258K Buy
1,144
+132
+13% +$44.2K 0.02% 222
2025
Q4 		$441K Sell
1,012
-25
-2% -$9.1K 0.04% 128
2025
Q3 		$339K Buy
+1,037
New +$267K 0.03% 160

Other funds holding MDB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 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

Jackson Thornton Wealth Management's MDB Position: Q3 2026 in Review

Jackson Thornton Wealth Management increased its MongoDB (MDB) stake by 1.7% in Q3 2026, buying an estimated $7.93K and bringing the position to 1,262 shares worth $440K. The position accounts for 0.03% of the portfolio, ranked #169.

Jackson Thornton Wealth Management first reported a position in MDB in Q3 2025 and has held it in 5 quarters since. The position peaked at $441K in Q4 2025. 747 funds tracked by Wall St. Rank hold MDB as of Q3 2026.

  • Jackson Thornton Wealth Management held 1,262 shares of MongoDB worth $440K as of Q3 2026.
  • Jackson Thornton Wealth Management bought 21 MongoDB shares in Q3 2026, an estimated $7.93K.
  • MongoDB made up 0.03% of Jackson Thornton Wealth Management's portfolio in Q3 2026, its #169 holding.
  • Jackson Thornton Wealth Management first reported a position in MongoDB in Q3 2025 and has held it in 5 quarters since.
  • Jackson Thornton Wealth Management's MongoDB position peaked at $441K in Q4 2025.
  • 747 funds tracked by Wall St. Rank held MongoDB as of Q3 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.